2024 SEMINAR SERIES: Spring Clean Your Finances Date: Thursday, March 21, 2024 Time: 12:00 PM - 12:45 PM CDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute - New York Life Hosted By: Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools· Retirement (contributions, asset allocation, education, etc.) Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291 Password: Seminar1! 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D