Join us for a holiday celebration Date: Thursday, December 4, 2025 Time: 6:00 PM - 9:00 PM EST Location: Richard's Home, 196 Rumson Rd NE, Atlanta, GA 30305 Hosted By: CKM Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Lets celebrate the holiday! Enjoy this special event with us. To reserve a spot: call us at 916.702.3739 or email us at kirsten.gruber@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
Tax Strategies for the Current Landscape Date: Thursday, December 11, 2025 Time: 6:30 PM - 7:00 PM EST Join this event online Presented By: Jason Keller, Wealth Planning Specialist - Franklin Templeton Hosted By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.
Strategies to help you make an impact with your estate Date: Thursday, February 12, 2026 Time: 6:30 PM - 7:00 PM EST Join this event online Presented By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial Hosted By: Joe Kurelic One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@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.
Caring for aging loved ones: What to consider Date: Thursday, May 14, 2026 Time: 6:30 PM - 7:00 PM EDT Join this event online Presented By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial - CKM Wealth Hosted By: Joe Kurelic As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@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 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.
Taking control of your workplace retirement benefits Date: Thursday, August 20, 2026 Time: 6:30 PM - 7:00 PM EDT Join this event online Presented By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial - CKM Wealth Hosted By: Joe Kurelic During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@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 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.
Navigating your Social Security benefits Date: Thursday, November 19, 2026 Time: 6:30 PM - 7:00 PM EST Join this event online Presented By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial - CKM Wealth Hosted By: Joe Kurelic Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@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 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.