Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jason Keller, CFP® – Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, 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. To reserve a spot: call us at 203.755.2222 or email us at Fiduciam.Financial@ampf.com RSVP Online Event registration Date: Time: 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 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. 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
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Leda Zukowski – Director of Practice Management in the Advisor Advancement Institute at New York Life Investments. Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, L LC 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. 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
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Ryan Sullivan – Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, 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. This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity. 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
Quarterly Market Update - Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 3:00 PM - 4:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Anu Gaggar, Vice President, Capital Markets Strategy – Fidelity Investments Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity. 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
Lunch & Learn: for employees of Mott Corp. Date: Thursday, August 15, 2024 Time: 12:00 PM - 1:15 PM EDT Location: Five Corners Bistro, 354 Colt Highway, Farmington, CT 06032 Presented By: Leigh King, Private Wealth Advisor Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Retiring on Your Terms There is no cost or obligation to attend. 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.