Mind over Money: Understanding the psychology behind financial decisions Date: Thursday, September 3, 2026 Time: 4:00 PM - 4:45 PM CDT Join this event online Presented By: Kate Rothenberger, Financial Advisor - Toproowski, Clark & Romans Financial Group Hosted By: Kate Rothenberger, Financial Advisor Money decisions aren’t just about numbers, they’re often driven by what we feel, believe and experience. During this complimentary session, we’ll uncover some of the hidden influences behind the way you save, spend and invest. We’ll look at how everyday habits, outside pressures and split second thinking can shape your choices, sometimes in ways you don’t even notice. Along the way, you’ll pick up practical ideas to help you slow down, think more clearly and make decisions that better support where you want to go financially. To reserve a spot: call us at 563.214.1857 or email us at kate.rothenberger@ampf.com RSVP Online Event registration Mind over Money: Understanding the psychology behind financial decisions Date: Thursday, September 3, 2026 Time: 4:00 PM - 4:45 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Thursday, July 23, 2026 Time: 1:00 PM - 1:45 PM CDT Join this event online Presented By: Kate Rothenberger, Financial Advisor - Toporowski, Clark & Romans Financial Group Hosted By: Kate Rothenberger, Financial Advisor During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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.