Upcoming events

College Planning Essentials

PDT

You must RSVP to receive access credentials for this event or seminar.

Matt Moslander, CIMA® Executive Director, Client Advisor - J.P. Morgan Asset Management

Trinity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing.

For more information: call us at 916.351.0000 Ext. 2 or email us at Trinitywealthadvisors@ampf.com

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.

JPMorgan 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026Ameriprise Financial, Inc. All rights reserved.

Past events

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

PDT

You must RSVP to receive access credentials for this event or seminar.

Damian McIntyre, CFA, FRM, CAIA, Vice President - Federated Hermes

Trinity Wealth Advisors, 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

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved.

Russel L. Phelps III, CFP®, CDFA®, APMA, MPAS, MSFP
Private Wealth Advisor | Certified Financial Planner Professional

Certified Divorce Financial Analyst

Masters in Personal Financial Planning
CA License # 0B18900
Trinity Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
An Ameriprise Private Wealth Advisory Practice

Washington Update – Politics and Policy

PDT

You must RSVP to receive access credentials for this event or seminar.

Scott Orr, CFA-Senior Vice President - Fidelity Investments

Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Washington Update – Politics and Policy

As the 119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update.

Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026.

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.

Fidelity Investments 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

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

PDT

You must RSVP to receive access credentials for this event or seminar.

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

Trinity Wealth Advisors, 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 Facts of Funeral Pre-Planning - Final Wishes

PDT

You must RSVP to receive access credentials for this event or seminar.

Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens

Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, we will:

· Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones

· Explore common reasons why so many families plan in advance

· Review pre-planning versus pre-funding

· Discuss pros and cons of a funeral policy

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.

Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved

The Power of Social Security: 3 Things You Need to Know

PDT

You must RSVP to receive access credentials for this event or seminar.

Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price

Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

▪Debunk common misconceptions about Social Security

▪Drill down on benefits

▪Provide actionable next steps for thoughtful retirement income strategies

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 herb. 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.

T. Rowe Price 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.

© 2025 Ameriprise Financial, Inc. All rights reserved.