Upcoming events

The Hidden Costs of Aging

CST

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Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

Skipping Stone Wealth

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations
• Explore common care and housing options as we age
• Identify considerations to help formulate a thoughtful plan

For more information: call us at 832.725.0885 or email us at tomann.ecker@ampf.com

This is an informational seminar. There is no cost or obligation.

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

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Past events

AI: The Opportunity is Anything but Artificial

CST

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Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock

Skipping Stone Wealth

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

• Understand what artificial intelligence is and why it has gained momentum
• Explore real-world applications of AI across industries
• Gain perspective on where AI may be headed and key considerations moving forward

This is an informational seminar. There is no cost or obligation.

Blackrock and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

© 2025 Ameriprise Financial, Inc. All rights reserved.

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