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 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. 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.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP® - Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: John Wolkerstorfer, Constellation Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Franklin Templeton 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.