Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski, Director - Advisor Advancement Institute with New York Life Hosted By: 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 youstand 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 andmake 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 To reserve a spot: email us at donna.perez@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. 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 Date: Thursday, February 19, 2026 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy Hosted By: 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.
Behavioral Finance Date: Thursday, November 20, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Jeff Nymark, CIMA - Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: AllTides Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals. The goal of the session is to help: • Understand how our emotions and behaviors can impact investment decisions • Instill healthy financial behaviors • Focus on goals and not 24-hour news cycle This is an informational seminar. There is no cost or obligation. First Eagle Investments and their representatives are 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.