Upcoming events

2024 SEMINAR SERIES: Major Changes to College Search in 2024

EDT

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Presented by Cozy Wittman, Education and Partnerships, College Inside Track - College Inside Track

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

This past year has resulted in some of the most significantchanges to the college planning process in decades.

· Admissiontrends have changed around how colleges admit students

· Schoolshave made ACT/SAT optional, but not necessarily when they award scholarships, and somecolleges are going back to requiring standardized tests

· The numberof schools on the “more selective” list continues to grow

· Substantialchanges to the FAFSA and financial aid may make college more expensive

Join ArkWise Wealth as nationalcollege expert, Cozy Wittman from College Inside Track presents on learning howthese changes may impact your family, and new strategies to consider to giveyour student the best opportunity to be admitted and maximize scholarships andfinancial aid.

If you are the parent of a high school student in grades 9-11,this is incredibly important info you will not want to miss.

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

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

College Inside Track and its 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.

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

© 2024 Ameriprise Financial, Inc. All rights reserved. 6663310ACMR0624

Past events

Virginia Theatre Festival Reception

Kimberlee Barrett-Johnson, Private Wealth Advisor

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

The Virginia Theatre Festival is celebrating 50 years of professional theatre in Charlottesville with a special musical revue directed by longtime Artistic Director Robert Chapel. The evening will feature some of the greatest hit songs of the company’s first half-century, performed by a collection of audience-favorite performers, including Broadway veterans.

As a friend and partner of ArkWise Wealth, we'd like to invite you to be our guest at our pre-performance reception of the performance: 50 YEARS AND COUNTING: A MUSICAL REVUE (2024) on June 26th, free of charge. We're delighted to share a meal and see a sneak preview of this year's special anniversary performance.

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

There is no cost or obligation. Ameriprise Financial Services, LLC. Member of FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All Rights Reserved. 6452157ACMR0324

Growing LGBTQ Wealth

CDT

Seminar1!

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

Kimberlee Barrett-Johnson, Private Wealth Advisor, and the ArkWise Wealth Team

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can takeaway to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Understanding Medicare A to D

CDT

Seminar1!

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Jeff Nymark, Senior VP - First Eagle Funds

Kimberlee Barrett-Johnson and the ArkWise Wealth Team

Let’s talkMedicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage andcosts

• Medicare drug coverage:Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123