Giving with a purpose Date: Thursday, December 4, 2025 Time: 6:00 PM - 7:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Nicole Magnusson, APMA™, CRPC™ , Financial Advisor - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. 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.
Behavioral Finance Date: Thursday, November 20, 2025 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Presented by Jeff Nymark, CIMA – Minnesota Senior Advisor Consultant | First Eagle Investments Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals. The goal of the session is to help: • Understand how our emotions and behaviors can impact investment decisions • Instill healthy financial behaviors • Focus on goals and not 24-hour news cycle This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial, NC. 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, LLC. All rights reserved.
Strategies to help you make an impact with your estate Date: Thursday, October 23, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: v3c2up2c Join this event online Presented By: Nicole Magnusson, APMA™, CRPC™ , Financial Advisor - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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.
Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Kelsea Sullivan, CIMA – Regional Director | Fidelity Investments Hosted By: Point to Point Wealth Planning, 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, someunexpected. 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. 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 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. Disclosures with Formatting (optional)
7th Annual Donate & Discard Blood Drive + Community Social Date: Wednesday, October 1, 2025 Time: 10:00 AM - 12:00 PM EDT Location: Point to Point Wealth Planning, 5195 W Woodmill Dr, Ste 27, Wilmington, DE 19808 Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Come out for a day of community, connection, and contribution! Join the Point to Point Wealth Planning team for a community social that gives back in two impactful ways: Donate Blood - The Blood Bank of Delmarva’s Mobile Donation Bus will be on-site to help address our region’s ongoing blood supply shortages. Shred Your Documents -Protect your personal information with complimentary shredding services. Plus: Enjoy delicious food, tasty treats, and friendly conversation! Your support makes a difference—but there’s no obligation to donate to participate. There is no cost or obligation. Third-party organizations 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.