Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey Date: Thursday, August 21, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Brooke Baker, CEPA , Practice Management Specialist - John Hancock Investments Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC This is not your typical women &investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages. Why it matters:Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan. Key Takeaways: How financial planning impacts long-term security What to expect at different life stages Real-life scenarios and practical tools How to guide others on this journey Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact For more information: email us at kristen.hebert@ampf.com 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. John Hancock and their representatives are 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.
Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Emily Mills, CSRIC™, Wealth Strategy Specialist - Eaton Vance Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC A practical look at charitable planning options for individuals and families. We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals. During this session, we will cover: Managing tax benefits while supporting the causes that matter most to you Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities Tax-related considerations when donating appreciated assets such as stock or real estate How charitable giving can align with your long-term planning objectives Who should attend:Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come. This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously. For more information: email us at kristen.hebert@ampf.com 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. Eaton Vance and their representatives are not affiliated with Ameriprise Financial. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing. This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
Longevity Tips for a More Durable You Date: Thursday, September 25, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Pamela W. Smith, MD, MPH, MS Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Natixis Pamela Wartian Smith, MD, MPH, MS spent her first 20years of practice as an emergency room physician in a level 1 trauma center at the Detroit Medical Center and then 29 years as a functional/personalized medicine specialist. She is an internationally known speaker and author. She also holds a master’s degree in public health with a specialization in toxicology along with a master’s degree in metabolic and nutritional medicine. To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Sponsored by Natixis Third parties and their representatives are 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.8123470ACMR0725
Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence. This session will explore real-life scenarios and provide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters:Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions. What you'll gain:Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between. For more information: email us at kristen.hebert@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial. AmeripriseFinancial does not offer tax or legal advice. Consult with a tax advisor or attorney. 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.
Behavioral Finance Date: Thursday, November 20, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals. The goal of the session is to help: • Understand how our emotions and behaviors can impact investment decisions • Instill healthy financial behaviors • Focus on goals and not 24-hour news cycle For more information: email us at kristen.hebert@ampf.com 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. First Eagle and their representatives are 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.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Bill Cass, CPWA® CFP®, Director of Wealth Planning - Franklin Templeton Academy Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2025, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 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. 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.