Upcoming events

6 pillars financial planning

CST

Join this event online

Randy Herr, Private Wealth Advisor - Ascendant Wealth Management Group

Ameriprise Financial

A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise financial advisor can help you examine your current finances and plan for the future.
For more information: call us at 916.641.7400 or email us at ascendant@ampf.com
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.

How new tax law changes may impact you

CST

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Jeff Brandt, Private Wealth Advisor - Ameriprise Financial

Ascendant Wealth Management Group

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.

For more information: email us at ascendant@ampf.com

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.

Knowledge is power - Financial strategies for women

CDT

Join this event online

Cierra Walding , Private Wealth Advisor - Ascendant Wealth Management Group

Ameriprise Financial

During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events.
For more information: email us at ascendant@ampf.com
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.