Upcoming events

Planning for Life's Big Moments

CDT

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Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments

Synergy Wealth Management

Join us for an engaging and practical conversationdesigned to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios andprovide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, someunexpected. Being prepared can empower you to take control, support your lovedones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

For more information: call us at 952.449.6693 or email us at heidi.cloutier@ampf.com

This is an informational seminar. There is no cost orobligation.

Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial.

AmeripriseFinancial does not offer tax or legal advice. Consult with a tax advisor orattorney.

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.

Behavioral Finance

CST

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Presented by Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments

Synergy Wealth Management

Volatility in the markets is not an uncommon phenomenon, ithappens each year. It’s not market volatility but rather our reaction to itthat tends to have the biggest impact on portfolio performance over time. FirstEagle’s Behavioral Finance presentation is designed to help ensure thatemotional decisions don’t derail long-term investment strategies based onfinancial goals.

The goal ofthe session is to help:

• Understandhow our emotions and behaviors can impact investment decisions

• Instillhealthy financial behaviors

• Focus ongoals and not 24-hour news cycle

For more information: call us at 952.449.6693 or email us at heidi.cloutier@ampf.com

This is an informational seminar. There is no cost orobligation.

John Hancock and theirrepresentatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.