Thriving in the sandwich generation Date: Wednesday, February 18, 2026 Time: 11:30 AM - 12:30 PM MST You must RSVP to receive access credentials for this event or seminar. Presented By: Kristin Evans, MBA, CFP®, CEPA®, APMATM, CDFA®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Affinity Wealth Advisory Group Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. For more information: call us at 602.923.9800 or email us at affinitywealthadvisorygroup@ampf.com 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. 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.
Preparing for taxes in retirement Date: Wednesday, March 11, 2026 Time: 11:30 AM - 12:30 PM MDT You must RSVP to receive access credentials for this event or seminar. Presented By: Matt Hanna, Financial Advisor - Affinity Wealth Advisory Group Hosted By: Affinity Wealth Advisory Group During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: call us at 602.923.9800 or email us at affinitywealthadvisorygroup@ampf.com 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.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.
Retain Your Brain Date: Wednesday, May 6, 2026 Time: 11:30 AM - 12:30 PM MDT You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda Stahl, Managing Director Applied Insights - Hartford Funds Hosted By: Affinity Wealth Advisory Group To reserve a spot: call us at 602.923.9800 or email us at affinitywealthadvisorygroup@ampf.com RSVP Online Event registration Date: Time: 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) 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 Hartford Funds and its representatives are not affiliated with Ameriprise Financial.