Financial Planning: A personal guide Date: Thursday, August 13, 2026 Time: 12:00 PM - 1:30 PM EDT Location: Gino's of Commack , 5990 Jericho Tpke, Commack, NY 11725 Presented By: Michael Beall, APMA®, CRPC®, Financial Advisor - Paxim Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Michael Beall, APMA®, CRPC® - Financial Advisor - Paxim Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. To reserve a spot: call us at 631.257.3488 or email us at Michael.Beall@ampf.com RSVP Online Event registration Financial Planning: A personal guide Date: Thursday, August 13, 2026 Time: 12:00 PM - 1:30 PM 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) Number of additional guests attending with you (optional) 012345 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation.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.© 2026 Ameriprise Financial, Inc. All rights reserved.
How new tax law changes may impact you Date: Thursday, June 11, 2026 Time: 6:00 PM - 8:00 PM EDT Location: Eatalia, 34 New St, Huntington, NY 11743 Presented By: Michael Beall, APMA®, CRPC®, Financial Advisor - Paxim Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Michael Beall, APMA®, CRPC® The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. This is an informational seminar. There is no cost or obligation.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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.