Upcoming events

Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey

EDT

Join this event online

Brooke Baker, CEPA – Practice Management Specialist John Hancock Investments

Origin Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

This is not your typical women &investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:
Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

Key Takeaways:

  • How financial planning impacts long-term security
  • What to expect at different life stages
  • Real-life scenarios and practical tools
  • How to guide others on this journey

Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Women, Wealth & Wisdom - Click Here

For more information: call us at 434.995.5752

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

John Hancock and their 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.

8167759ACMR0725

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

EDT

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Emily Mills, CSRIC™ – Wealth Strategy Specialist Eaton Vance

Origin Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Planned Giving with Donor Advised Fund - Click Here

For more information: call us at 434.995.5752

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

Eaton Vance and their representatives are not affiliated with Ameriprise Financial.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing.

This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial 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.

8167759ACMR0725

Planning for Life's Big Moments

EDT

Join this event online

Kelsea Sullivan, CIMA – Regional Director Fidelity Investments

Origin Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

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

This session will explore real-life scenarios and provide 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, some unexpected. Being prepared can empower you to take control, support your loved ones, 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.

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Planning for Life’s Big Moments - Click Here

For more information: call us at 434.995.5752

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

Fidelity and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.

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.

8167759ACMR0725