Washington Update – Politics and Policy Date: Thursday, June 18, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Scott Orr, CFA – Senior Vice President, Head of Regional Public Affairs - Fidelity Investments Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Fidelity Investments As the 119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update. Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue. Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026. To reserve a spot: call us at 763.432.4607 or email us at john.m.wolkerstorfer@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Fidelity Investments 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
We Built This City – Breaking Ground on AI & Policy Promises in 2026 Date: Thursday, July 16, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Damian McIntyre, CFA, FRM, CAIA, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & VP - Federated Hermes Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Federated Hermes Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026. During this session, we will discuss:• Economic and market trends impacting investors in 2026• The evolving role of artificial intelligence and infrastructure investment• Interest rates, inflation, and consumer spending trends• Potential opportunities and risks across the market landscape• Perspectives on asset allocation and areas of market focus To reserve a spot: call us at 763.432.4607 or email us at john.m.wolkerstorfer@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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Federated Hermes 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
College Planning Essentials Date: Thursday, August 20, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Matt Moslander, CIMA® , Executive Director, Client Advisor - J.P. Morgan Asset Management Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: J.P. Morgan Asset Management During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. To reserve a spot: call us at 763.432.4607 or email us at john.m.wolkerstorfer@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 orobligation. JPMorgan 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 guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare from A to D Date: Thursday, September 17, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process. Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy. The goal of the seminar is to help: • Introduce the program, its coverage and its costs • Go over the enrollment process, and where and how to start • Share how to coordinate Medicare benefits with other forms of insurance • Discuss the resources availableto help individuals To reserve a spot: call us at 763.432.4607 or email us at john.m.wolkerstorfer@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director - Advisor Advancement Institute with New York Life Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: New York Life Investments Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed. Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward. During this session, we will: Highlight why financial organization is the foundation of financial wellness Share practical ways to organize key documents and accounts Walk through how to plan intentionally for the year ahead Discuss how to set meaningful, realistic financial goals Provide simple habits to help you stay on track over time This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments and their representative 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.
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC · Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones · Explore common reasons why so many families plan in advance · Review pre-planning versus pre-funding · Discuss pros and cons of a funeral policy This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: ▪Debunk common misconceptions about Social Security ▪Drill down on benefits▪Provide actionable next steps for thoughtful retirement income strategies This is an informational seminar. There is no cost or obligation. T. Rowe Price 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.
The Hidden Costs of Aging Date: Thursday, February 19, 2026 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Franklin Templeton 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 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.
AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC 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.