529 Plans: Beyond the Basics Date: Wednesday, August 26, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 283 235 974 884 705 Passcode: xB6zr6nP Join this event online Presented By: Jake Gremza, Wealth Planning Specialist - Franklin Templeton Hosted By: OriGen Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss 529 Plans and some of their expanded uses (hint: they’re not just for college anymore!). We’ll explain some myths and facts about 529s and address the special tax treatment of education savings plans. To reserve a spot: call us at 515.309.0043 or email us at OriGenWealthManagement@ampf.com RSVP Online Event registration 529 Plans: Beyond the Basics Date: Wednesday, August 26, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investors or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. This is an informational seminar. There is no cost or obligation. Franklin Templeton is not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.