Market Outlook Conference Call Date: Tuesday, September 23, 2025 Time: 6:00 PM - 6:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 222 685 717 35 Passcode: Kz6Um9vy Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™ Hosted By: Echelon Wealth Partners Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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. Columbia Threadneedle is an affiliate of 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.
Smart Strategies for College Financing - Planning for your child's future Date: Thursday, October 2, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 277 532 835 245 Passcode: tE2vm6F4 Join this event online Presented By: Carrie Exley, APMA®, Financial Advisor - Ameriprise Financial Hosted By: Echelon Wealth Partners Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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 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.
How new tax law changes may impact you Date: Wednesday, October 8, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Ti9Bw2jG Join this event online Presented By: Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™ & Jason Yockey, CFA, CFP®, CRPC®, Private Wealth Advisor, Cheif Investment Officer - Echelon Wealth Partners Hosted By: Echelon Wealth Partners 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. For more information: call us at 507.281.4341 Ext. 115 or email us at emma.mcwaters@ampf.com RSVP Online Event registration How new tax law changes may impact you Date: Wednesday, October 8, 2025 Time: 12:00 PM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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 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.
Five things to know about Medicare Date: Thursday, October 23, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 291 818 668 369 Passcode: uZ92bg9t Join this event online Presented By: Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™, , Private Wealth Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.