Thriving in the sandwich generation Date: Wednesday, February 11, 2026 Time: 12:00 PM - 1:00 PM MST Join this event online Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA®, CRPC, Private Wealth Advisor | Chief Executive Officer of Brightside Wealth Advisors - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors 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: email us at karen.cobb@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.
How new tax law changes may impact you Date: Wednesday, March 18, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA®, CRPC, Private Wealth Advisor | Chief Executive Officer of Brightside Wealth Advisors - Ameriprise Financial Hosted By: Brightside Wealth Advisors 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 karen.cobb@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 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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, June 11, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA®, CRPC, Private Wealth Advisor | Chief Executive Officer of Brightside Wealth Advisors - Ameriprise Financial Hosted By: Brightside Wealth Advisors During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: email us at karen.cobb@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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Giving with a purpose Date: Tuesday, November 17, 2026 Time: 12:00 PM - 1:00 PM MST Join this event online Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA®, CRPC, Private Wealth Advisor | Chief Executive Officer of Brightside Wealth Advisors - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. For more information: email us at karen.cobb@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 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.