The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM EDT Location: Glow YMCA, 211 East Main Street, Community Room A, Batavia, NY 14020 Presented By: David Cooperman, VP - Market Leader - Franklin Templeton Hosted By: Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC. To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com RSVP Online Event registration The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. FranklinTempleton is 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. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
How new tax law changes may impact you Date: Wednesday, October 29, 2025 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: CL9sq6jh Join this event online Presented By: Mark E. Woodward, CFP®, CLTC®, APMA TM, Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER - Fieldstone Private Wealth Hosted By: Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com RSVP Online Event registration The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Let's Make An Impact On Hunger Together! Date: Monday, November 10, 2025 Time: 9:00 AM - 4:30 PM EST Location: Fieldstone Private Wealth, 219 East Main Street, Batavia, NY 14020 Hosted By: Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Everyone needs nutritious food to thrive. And, while people are working hard to provide for themselves and their families, 1 in 7 still face hunger in America [1] . With millions of people relying on charitable food assistance to make ends meet, hunger relief organizations need our help. You’re invited to join Fieldstone Private Wealth in making an impact on hunger. Now through November 10, our office is hosting a drive to support Brockport Food Shelf. The mission of the Brockport Food Shelf is to help ensure that individuals and families facing hardship have access to nutritious food and essential health items—completely free of charge . We’ve placed a collection box in our Batavia office. Please consider dropping off contributions the next time you visit. Questions? Contact: Fieldstone Private Wealth at 585-344-1262 or Fieldstoneprivatewealth@ampf.com Thank you for helping neighbors in need. For more information: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar [1] Feeding America data There is no cost or obligation. Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial,Inc. All rights reserved.
Euchre Tourney Date: Saturday, December 6, 2025 Time: 3:00 PM - 6:00 PM EST Location: Polish Falcons, 123 S. Swan Street, Batavia, NY 14020 Hosted By: Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for a Euchre Tournament! To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com RSVP Online Event registration The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event. The Compass is a trademark of Ameriprise Financial Inc. © 2025 Ameriprise Financial, Inc. All rights reserved.
Euchre Tourney Date: Saturday, January 10, 2026 Time: 3:00 PM - 6:00 PM EST Location: Polish Falcons, 123 S. Swan Street, Batavia, NY 14020 Hosted By: Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for a Euchre Tournament! To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com RSVP Online Event registration The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event. The Compass is a trademark of Ameriprise Financial Inc. © 2025 Ameriprise Financial, Inc. All rights reserved.
Euchre Tourney Date: Saturday, February 7, 2026 Time: 3:00 PM - 6:00 PM EST Location: Polish Falcons, 123 S. Swan Street, Batavia, NY 14020 Hosted By: Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for a Euchre Tournament! To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com RSVP Online Event registration The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event. The Compass is a trademark of Ameriprise Financial Inc. © 2025 Ameriprise Financial, Inc. All rights reserved.
Euchre Tourney Date: Saturday, March 7, 2026 Time: 3:00 PM - 6:00 PM EST Location: Polish Falcons, 123 S. Swan Street, Batavia, NY 14020 Hosted By: Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for a Euchre Tournament! To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com RSVP Online Event registration The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, October 16, 2025 Time: 5:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event. The Compass is a trademark of Ameriprise Financial Inc. © 2025 Ameriprise Financial, Inc. All rights reserved.
You are invited to a Summer Celebration Date: Tuesday, August 12, 2025 Time: 3:00 PM - 6:30 PM EDT Location: Fieldstone Private Wealth, 219 E. Main Street, Batavia, NY 14020 Hosted By: Fieldstone Private Wealth, a financial advisory practice of Ameriprise Financial, LLC. Come soak up the sun, share some laughs, and enjoy good eats with great company! Please RSVP by August 8 to FieldstonePrivateWealth@ampf.com or 585-344-1262. Fieldstone Private Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved. 8114418ACMR0725
7 Things No One Tells You About Retirement Date: Thursday, May 15, 2025 Time: 12:00 PM - 12:45 PM EDT ONLINE EVENT PASSCODE: c2F5vs9W Join this event online Presented By: Jack O'Shea, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC. This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name ofthe Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA.Advisory services provided by Columbia Management Investment Advisers, LLC. 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.
My Brain Made Me Do It Date: Thursday, April 10, 2025 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: kw6Vc2NH Join this event online Presented By: Robert Barnes, SVP Business Consultant - John Hancock Hosted By: Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC. Thisis 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 fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Family Love Letter Date: Thursday, March 20, 2025 Time: 12:00 PM - 1:00 PM EDT Location: YMCA, 211 East Main Street, Batavia, NY 14020 ONLINE EVENT PASSCODE: kZ6jn3r9 Join this event online Presented By: Cheri Brooks, Managing Director & Head of Neuberger Berman Advisor Institute - Neuberger Berman Hosted By: Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.