Upcoming events

Caring for aging loved ones: What to consider

CDT

You must RSVP to receive access credentials for this event or seminar.

Joe A. Chairez, Jr., Financial Advisor - Ameriprise Financial, LLC

Joe A. Chairez, Jr.

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: call us at 972.232.1849 or email us at kristina.quintana@ampf.com
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.

Past events

A Brain's Guide to Resilience in Uncertainty

CDT

Join this event online

Melissa Milanak, PhD, Clinical Psychologist & Executive Consultant - Victory Capital Management

Ameriprise Financial Services, LLC

In this complimentary session, we’ll explore how the brain responds to uncertainty and uncover science‑backed strategies to build resilience. Participants will learn how to predict their capacity, respond adaptively, and adopt a learning mindset during change. The session will also highlight practical grounding techniques to stay present and manage stress effectively.

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

Victory Capital Management and its 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.

Giving with a purpose

CDT

You must RSVP to receive access credentials for this event or seminar.

Joe A. Chairez, Jr., Financial Advisor - Ameriprise Financial

Joe A. Chairez, Jr.

Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams.
This is an informational seminar. There is no cost or obligation.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Identity Theft: What can I do to protect myself?

CST

Join this event online

Brett Conlon, Chief Information Security Officer - American Century Investments

Ameriprise Financial Services, LLC

We will discuss ways individuals may use social engineering, spam emails or fake websites to gain access to your information and then ways you can protect yourselves.

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

American Century and associated representatives are not affiliated with Ameriprise Financial.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

How new tax law changes may impact you

CST

You must RSVP to receive access credentials for this event or seminar.

Joe A. Chairez, Jr., Financial Advisor - Ameriprise Financial

Joe A. Chairez, Jr.

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

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

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.