Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jason Keller, CFP® – Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. For more information: call us at 302.995.7526 or email us at Ameera.Meade@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 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.
Mastering Your Money Mindset Date: Tuesday, May 26, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski – Director of Practice Management in the Advisor Advancement Institute at New York Life Investments. Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation: • Understanding your money emotions • Accepting the past • Learning the language of money • Making a plan • Planning for “setbacks” For more information: call us at 302.995.7526 or email us at pointtopointwealthplanning@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and 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.
Preparing for taxes in retirement Date: Thursday, May 29, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Nicole Magnusson, APMA™, CRPC™ and Nicholas Kayatta, APMA™, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Presented by John Decker – College Assistance Plus Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. This is an informational seminar. There is no cost or obligation. College Assistance Plus and their representatives are not affiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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.
How to navigate volatile markets Date: Wednesday, April 16, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: vg6b6Yf3 Join this event online Presented By: Kathy Bauers ChFC®, APMA™ | Darren DeMars, MBA | Robert Allen CRPC™, APMA™, Private Wealth Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
How to navigate volatile markets Date: Tuesday, April 15, 2025 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: jK6jU2Ug Join this event online Presented By: Kathy Bauers ChFC®, APMA™ | Darren DeMars, MBA | Lauren Cooper CFP®, BFA™, CRPC™, APMA™, Private Wealth Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Social Security: Options to help you maximize your benefits Date: Thursday, March 20, 2025 Time: 2:30 PM - 3:15 PM CDT Join this event online Presented By: Elaine Simmons, Partner – Social Security Informed in partnership with Fidelity Investments Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.