Past events

How new tax law changes may impact you

CDT

Vibrant Coffee House, 3230 Ridge Pointe, Bettendorf, IA 52722

Kate Rothenberger, MBA, CFP, Financial Advisor - Toporowski, Clark & Romans Financial Group

Toporowski, Clark & Romans Financial Group

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.

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.

Join us for some baseball

CDT

QC River Bandits, 209 Gaines St, Davenport, IA 52802

Toporowski, Clark & Romans Financial Group

Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.

Join us for some baseball

CDT

Clinton LumberKings, 537 Ball Park Dr, Clinton, IA 52732

Toporowski, Clark & Romans Financial Group

Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.

Join us for some hockey

CDT

Vibrant Arena at the Mark, 1201 River Dr, Moline, IL 61265

Toporowski, Clark & Romans Financial Group - A Financial Advisory Practice of Ameriprise Financial Services, LLC

Toporowski, Clark & Romans Financial Group

Please join us at the ice rink. We are going to have a great time watching the game together.

Preparing for taxes in retirement

CST

You must RSVP to receive access credentials for this event or seminar.

Kate Rothenberger, MBA, Financial Advisor - Toporowski, Clark & Romans Financial Group

Kate Rothenberger, MBA

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.