Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 10:00 AM - 10:15 AM PDT Join this event online Presented By: Jason Keller, CFP® , Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. 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. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register For more information: call us at 949.798.5551 or email us at mei.thoe@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.
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 10:00 AM - 10:15 AM PDT Join this event online Presented By: Ryan Sullivan , Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Discover how tech and AI are revolutionizing aging! With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age. Join us to explore research from the MIT Age Lab: See the vast universe and scope of tech and AI for everyday tasks Understand how these apps and devices can enhance your quality of life Learn how to try out some of these technology innovations Click Here to Register Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. This is an informational seminar. There is no cost or obligation. Hartford Funds, MIT AgeLab, and associated 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7849439ACMR0425
Quarterly Market Update Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register Thisis an informational seminar. There is no cost or obligation. Sponsored byFidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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. 7849439ACMR0425
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: John Decker , College Assistance Plus Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register This is an informational seminar. There is no cost orobligation. College Assistance Plus and their representatives are notaffiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regardingspecific tax issues. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value . Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 AmeripriseFinancial, Inc. All rights reserved. 7754527ACMR0325
Social Security: Options to help you maximize your benefits Date: Thursday, March 20, 2025 Time: 12:30 PM - 1:15 PM PDT Join this event online Presented By: Elaine Simmons, Social Security Informed in partnership with Fidelity Investments Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps. Presented by Elaine Simmons, Partner – Social Security Informed in partnership with Fidelity Investments Thursday, March 20, 2025 12:30-1:15 p.m. Pacific Time Please plan to join the Microsoft TeamsWebinar event to listen in and view the presentation. Click Here to Register 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 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. 7587608ACMR0225
When Your Health and Money Intersect Date: Thursday, February 20, 2025 Time: 10:00 AM - 10:45 AM PST Join this event online Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. 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 Please plan to join the MicrosoftTeams Webinar event to listen in and view the presentation. Click Here to Register 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 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. 6749264ACMR0724