Upcoming events

Tax Strategies for the Current Landscape

  • Andy Brown, Sr. Wealth Management Specialist - Putnam Investments
  • Mark Cheeley, Private Wealth Advisor A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Anne Kinsman, Sr. Regional Advisor Consultant of Putnam Investments

The presentation will focus on: Understanding the current landscape, planning considerations and strategies

Click this live link to join!

Meeting number: 598 512 654 Password: Welcome2

For more information: call us at 952.449.6693 or email us at Mark.D.Cheeley@ampf.com

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Sponsored by Putnam Investments.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice.Consumers should consult with their tax advisor or attorney regarding theirs pecific situation.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

3099679ACMR0620

Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

  • Keith Matthews, Regional Vice President, Retirement Plan Consultant - Wealth Management Solutions, Ameriprise Financial
  • Mark Cheeley, Private Wealth Advisor A private wealth advisory practice of Ameriprise Financial Services, LLC

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the

value of balancing taxable income with tax-free income in retirement. Take full advantage of all

the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth conversion.

Join us to see if this strategy can work for you.
Click this live link to join!

Meeting number: 599 903 621 Password: Welcome2

For more information: call us at 952.449.6693 or email us at Mark.D.Cheeley@ampf.com

This is an informational seminar. There is no cost or obligation.

Investment products are not federally or FDIC-insured, are not depositsor obligations of, or guaranteed by any financial institution,

and involve investment risks including possible loss of principal andfluctuation in value.

Ameriprise Financial, Inc. and its affiliates do not provide tax orlegal advice. Consult your tax advisor or attorney regarding specific taxissues.

A Roth IRA is tax free as long as you leave the money in the account forat least 5 years and are 59 1/2 or older when you take distributions or

meet another qualifying event,such as death, disability or purchase of a first home.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

3099679ACMR0620

The 2020 Elections and the Future of American Politics

  • Susan Olson, Vice President-Government Relations - Natixis
  • Hosted by: Mark Cheeley, Private Wealth Advisor A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Eric Foster, Managing Director, Natixis

This complimentary presentation will focuson: The Democrats and The Republicans,

The wild card and the future of the Democrats and Republicans

Click this live link to join!

Meeting number: 591 661 096 Password: Welcome2

For more information: call us at 952.449.6693 or email us at Mark.D.Cheeley@ampf.com

This seminar is sponsored by Natixis.

This is an informational seminar. There is no cost or obligation.

Natixis and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

3099679ACMR0620

Social Security – Get What’s Yours

  • Kevin Hansen, Business Development, Retirement Solutions - Principal Funds
  • Hosted by: Mark Cheeley, Private Wealth Advisor A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Tim Duellman, Senior Director at Principal Funds

The presentation will focus on these areas:Social Security essentials,

Benefits and options, Strategies to consider

Click this live link to join!

Meeting number: 590 811 921 Password: Welcome2

For more information: call us at 952.449.6693 or email us at Mark.D.Cheeley@ampf.com

This seminar is sponsored by Principal Funds.

This is an informational seminar. There is no cost or obligation.

Principal Funds is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

3099679ACMR0620

Past events

Navigating the college process in the new COVID-19 world

  • Chris Wills and Cozy Witman - College Inside Track
  • Mark Cheeley, Private Wealth Advisor A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Chris Wills, College Inside Track

Campus visits are cancelled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment?

Join us to learn up-to-date info on topics such as: What can I do if the college has canceled all tours?

How do we navigate ACT/SAT prep timelines with newly canceled dates?

What are ways I can reduce the cost of college? If you are the parent of a HS student,

this is incredibly important info you will not want to miss.

Click this live link to join

Meeting number: 597 733 105 Password: Welcome2

This seminar is sponsored by College Inside Track.

This is an informational seminar. There is no cost or obligation.

College Inside Track is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 AmeripriseFinancial, Inc. All rights reserved.

2020 Seminar Series – Getting the most of your Medicare Benefits

  • Kevin Hansen, Director – Business Development, Retirement Solutions - Principal Funds
  • Synergy Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Principal Funds

You’ve provided foryourself and likely others, too — now it’s important to make a plan that willhelp you live confidently in retirement. In this seminar you will learn about:

• Healthcare top concerns

· Householdhealthcare costs

· Medicare

· Medigap

· Medicarepros and cons

· Costs

· Enrollmentperiod

· Thingsto consider

· Resources

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webexslide presentation.

Meeting number: 590 015 519 Password: Welcome2

Please planto call the toll-free number to hear the speaker and join the webex eventonline to view the slides using the login details. WebEx may prompt you toinstall or activate a plug-in to view the meeting. Thank you in advance for entering your nameand email address to attend. Sponsored by: Tim Duellmann, Senior Director at PrincipalFunds

This seminar is sponsored by Principal Funds.

This is an informational seminar. There is no cost or obligation.Principal Funds is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020Ameriprise Financial, Inc. All rights reserved. 2959634ACMR0220