Preparing for taxes in retirement Date: Thursday, February 19, 2026 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Jeff Bellucci, ChFC®, CRPC®, APMA®, CKA® and Michael Murphy, CFP®, APMA®, Private Wealth Advisor, Business Financial Advisor and Financial Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.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.
Are You Leveraging all the Technology Available to You at Ameriprise? Date: Thursday, April 23, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Will Chase, Senior Director - Product Owner - Ameriprise Financial Services, LLC Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn more about the following: Get "on-the-go" access Message Center Statements and Documents OmniView Using eSignature Personalize your Accounts For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
The Future of Asset Management Date: Thursday, June 18, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: William F. "Ted" Truscott, CEO - Columbia Threadneedle Investments Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC The Future of Asset Management For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, July 23, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Thor Nelson, Vice President Compliance II - Ameriprise Financial Services, LLC Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Social Security: With You Through Life's Journey Date: Thursday, August 20, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: David Seymour, MPA, Senior Public Affairs Specialist - Mid-West West Regional Public Affairs Office Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Understanding Retirement, Survivor and Medicare benefits. For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8151650ACMR0725
Financial Planning: A personal guide Date: Thursday, September 24, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Carl Heick CFP®, APMA™, Private Wealth Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.
Living Trusts Date: Thursday, November 19, 2026 Time: 6:00 PM - 7:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Rosalyn A. "Roz" Carothers, Esq, Estate Planning Attorney - Triplett & Carothers Hosted By: Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Living Trusts For more information: call us at 800.893.6941 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Market and Economic Update Date: Wednesday, January 28, 2026 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Russell Price, CFA®, Chief Economist - Ameriprise Financial Hosted By: Cardinal Pointe Financial Group How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. This is an informational seminar. There is no cost or obligation. 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. ©2024 Ameriprise Financial, Inc. All rights reserved.
Toy Drive Date: Monday, December 15, 2025 Time: 8:00 AM - 5:00 PM EST Location: 408 Blankenbaker Parkway,, Suite 100, Louisville, KY 40243 Hosted By: Cardinal Pointe Financial Group Light up Christmas for children in need! Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial, LLC will be collecting new, unwrapped toys for Marine Corps Reserve’s “Toys for Tots” Foundation. Collection bins will be at each of our branch offices. Please consider joining us in giving this holiday season to brighten children’s lives! Louisville donations due by 12/4 Tucson donations due by 12/6 Sierra Vista donations due by 12/6 Dayton donations due by 12/14 There is no cost or obligation. Toys for Tots is not affiliated with Ameriprise Financial, Inc. We are not able to accept cash or check donations. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8611261ACMR1125 Cardinal Pointe Financial Group is a private wealth advisory practice of Ameriprise Financial Services, LLC
Planning for the future: An approach for your whole family Date: Thursday, November 20, 2025 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Carl Heick CFP®, APMA™, Private Wealth Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group Looking for ways to feel more confident about your financial future? During this complimentary session, we’ll talk about what leaving a legacy really means, how to start meaningful conversations with your loved ones, and share practical tools to help you put your plans in motion. This is an informational seminar. There is no cost or obligation. 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.
Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype? Date: Thursday, November 20, 2025 Time: 4:00 PM - 5:00 PM CST Join this event online Presented By: Russell Price and Luke Coogan , Chief Economist for Ameriprise Financial and Regional Advisor Consultant - Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – Nov 20th, 2025. The event is complimentary. Below are details about the event. Thursday, November 20th: 4pm – 5pmCentral Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012. His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy. Infact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end. He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios. This is an informational seminar. There is no cost or obligation. Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. This event is sponsored by Columbia Threadneedle Investments, an Ameriprise affiliate.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.
Navigating your Social Security benefits Date: Thursday, August 28, 2025 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Stephen T Hester CFP®, ChFC® and Scott Edwards, CFP®, ChFC®, CRPS®, CLU®, Private Wealth Advisors - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. This is an informational seminar. There is no cost or obligation. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.