Upcoming events

We Built This City – Breaking Ground on AI & Policy Promises in 2026

EDT

Join this event online

Damian McIntyre, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & VP - Federated Hermes

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

Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026.

During this session, we will discuss:

• Economic and market trends impacting investors in 2026
• The evolving role of artificial intelligence and infrastructure investment
• Interest rates, inflation, and consumer spending trends
• Potential opportunities and risks across the market landscape
• Perspectives on asset allocation and areas of market focus

For more information: email us at donna.perez@ampf.com

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.

Federated Hermes and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

Past events

Getting Your Financial House in Order: Simple Steps for Clarity and Confidence

EDT

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Leda Zukowski, Director - Advisor Advancement Institute with New York Life

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

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you
stand today and where you’re headed.

Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and
make more confident decisions moving forward.

During this session, we will:

  • Highlight why financial organization is the foundation of financial wellness
  • Share practical ways to organize key documents and accounts
  • Walk through how to plan intentionally for the year ahead
  • Discuss how to set meaningful, realistic financial goals
  • Provide simple habits to help you stay on track over time

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.

New York Life Investments and their representative are not affiliated with Ameriprise Financial, Inc.

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.

The Hidden Costs of Aging

EST

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Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

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

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations

• Explore common care and housing options as we age

• Identify considerations to help formulate a thoughtful plan

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

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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.