Women, Wealth, & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey Date: Thursday, August 21, 2025 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Brooke Baker, CEPA, Practice Management Specialist - John Hancock Investments Hosted By: Trinity 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 This is an informational seminar. There is no cost orobligation. 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.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jason Keller, CFP® - Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Trinity 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 2024, 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.
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Led Zukowski, Director of Practice Management in the Advisor Advancement Institue at New York Life Investments Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation •Understanding your money emotions • Accepting the past • Learning the language of money • Making a plan • Planning for “setbacks” 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. Sponsored by: New York Life. These sponsors and 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.
Welcome to Trinity Wealth Advisors Date: Wednesday, March 19, 2025 Time: 3:00 PM - 6:00 PM PDT Location: Maggiano's Little Italy, 3055 Olin Ave, Suite 1000, San Jose, CA 95128 Hosted By: Catherine Heath, Private Wealth Advisor with Trinity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC To show our appreciation for your business, we're hosting a reception on March 19that Maggiano’s Little Italy in Santana Row, at 3055 Olin Ave., Suite 1000, San Jose, CA 95128. This will be a wonderful opportunity to connect with the Trinity Wealth Advisors team and fellow clients in a relaxed setting. Appetizers, dinner, and beverages (alcoholic and non-alcoholic) will be provided. There is no cost or obligation to attend. Thereis no cost or obligation to attend. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.