2025 Seminar Series: 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: Pawlowski & Associates, 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. For more information: call us at 952.697.2332 or email us at Sara.J.Ellingsworth@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. 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.7931790ACMR0525
2025 Seminar Series: Mastering Your Money Mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: Pawlowski & Associates, 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. 7931790ACMR0525
When Your Health and Money Intersect Date: Thursday, February 20, 2025 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: Pawlowski & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join us to discuss: • Key discussions and decisions • How a little preparation goes a long way • How your financial professional can help 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. Blackrock and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7454543ACMR1224
The Road Ahead in Washington Date: Thursday, January 16, 2025 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle Hosted By: Pawlowski & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs. 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. Columbia Threadneedle and its representative are affiliated with Ameriprise Financials, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7454543ACMR0724
Washington Update Date: Thursday, November 21, 2024 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Scott Orr, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments Hosted By: Pawlowski & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. 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. Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
People Care About Elections. Markets Don't. Date: Thursday, October 17, 2024 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Brian Levitt, Global Market Strategist - Invesco Hosted By: Pawlowski & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Learn why Presidents have historically had less impact on markets than people tend to believe. Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t. 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. Invesco and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.