Upcoming Events

Understanding the 2017 Tax Act from Columbia Threadneedle

Abram Claude, Vice President - Columbia Threadneedle

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial, Inc.

Event Description (required); max 1,500 characters

The Tax Act of 2017 contains significant tax treatment changes for businesses and investors. Get an overview of how the changes affect you and your clients, and examine the most striking effects on C corporations, pass-through business structures and individuals. This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex link here event online:

5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

For more information: call us at 952.449.6697 or email us at nicole.x.nicholson@ampf.com

Sponsored by Steve Klein, Region Vice President, Columbia Threadneedle

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

This seminar is sponsored by Columbia Management Investment Advisors, LLC. This is an informational seminar. There is no cost or obligation.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers,LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus,which contains this and other important information about the funds, visit columbiathreadneedle.com/us.Read the prospectus carefully before investing.

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, Inc. Member FINRA and SIPC.
© 2018 Ameriprise Financial, Inc. All rights reserved.

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Planning for Health Care in Retirement A guide to covering your medical expenses

Kevin Furtado, Regional Sales Consultant - Fidelity Investments

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial, Inc.

During this complimentary seminar, you will gain insight into healthcare costs, look into Medicare – what it covers and what it costs, and outline a 4-Step process for creating a healthcare plan.

This educational opportunity is a conference call and webex presentation.

Please call the toll-free number to hear the speaker and join the webex event online by clicking this link. WebEx may prompt you to install or activate a plug-in to view the meeting. Please call: 1-866-501-1506 Conference Code: 402 956 1640

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

For more information: call us at 952.449.6697 or email us at nicole.x.nicholson@ampf.com

Bill Rothschild, Regional Director, Fidelity Investments

Mark Cheeley, CA insurance # 0I11648

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. All rights reserved.

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Past Events

Retirement Insights - Guide to Retirement

Katherine Roy, Managing Director, Chief Retirement Strategist and Head of Individual Retirement - J.P. Morgan Asset Management

Synergy Wealth Management

The presentation will discuss:

Creating the plan you need for the retirement you want, planning for a long life, making an informed decision about Social Security, knowing what to expect with health care costs, using time to your advantage, minimizing your taxes to maximize your retirement, and not spending too much or investing too conservatively.

To listen, please join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex event by

by clicking this live link to join the online meeting.

Meeting number: 595 952 644 Passcode: Welcome2

Thomas Parnell, CFP®, CIMA®, Executive Director, Client Advisor, JP Morgan

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

J.P. Morgan and its representatives are not affiliated with Ameriprise Financial.

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, Inc. Member FINRA and SIPC.

©2018 Ameriprise Financial, Inc. All rights reserved.

Late Stage College Planning by College Inside Track

Chris Wills, President - College Inside Track

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will discuss: College Applications, Financial Aid, Scholarships

This educational opportunity is a conference call and Webex presentation. Please plan to call the toll-free number to hear the speaker and join the Webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

To listen, please join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex by clicking this link the online meeting.

Meeting number: 595 896 780 Passcode: Welcome2

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

College Inside Track and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

2018 Seminar Series: Destination College

Joseph Friedman, 529 Specialist - Oppenheimer Funds

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Destination College- Creating your Road Map

The presentation will focus on these areas:

-The college journey

-The 529 college savings plan

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the presentation from the comfort of your home of office.

Join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the WebEx Event.

When it's time to view the presentation, please click here to join.

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

Oppenheimer Funds and its representatives are not affiliated with Ameriprise Financial.

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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which maybe obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.

Clients contributing to a 529 Plan offered by a state in which they are not a resident, should consider, before investing,whether their or their designated beneficiary(s) home state offers any state tax or other benefits only available for investments in such state’s qualified tuition program.

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.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.