Planned Giving with Donor-Advised Funds & U.S. Legacy Income Trusts Date: Thursday, June 4, 2026 Time: 11:00 AM - 11:30 AM CDT Join this event online Presented By: Joe Brody, Vice President Strategy Specialist with Eaton Vance Distributors, Inc. - Eaton Vance Hosted By: Marcus Hubers, CFP® Private Wealth Advisor with ClearPath Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Eaton Vance Looking for potential ways to make your charitable giving more strategic and tax-efficient? During this complimentary session, we’ll explore how donor-advised funds and income-generating trusts can help you support the causes you care about while helping to optimize your financial outcomes. Whether you’re planning a legacy or seeking smarter ways to save, this seminar offers valuable insights tailored to today’s financial landscape. This is an informational seminar. There is no cost or obligation. EatonVance Distributors, Inc. is not affiliated with Ameriprise Financial. 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.
Golden Valley Shredding & Recycling Event Date: Saturday, May 30, 2026 Time: 10:00 AM - 12:00 PM CDT Location: Ameriprise Financial, 8325 Wayzata Blvd, Golden Valley, MN 55426 Hosted By: Paul Rampetsreiter Document Shredding & Electronics Recycling Event Saturday: May 30, 2026 10:00am – 12:00pm Ameriprise Financial 8325 Wayzata Blvd. Golden Valley, MN 55426 Hosted By: Paul Rampetsreiter APMA™, BFA™, CRPC™ ClearPath Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC. *Veteran Shredding will be on site for you to watch asyour paper documents shred safely and securely. Veteran Shredding is family andlocally owned and operated business, run by 100% Service-Disabled Veteran SmallBusiness Owners. * Repowered will be on site to take andrecycle your old PC's, TV's, monitors and more. * No RSVP is necessary. There is no cost orobligation for this event.
Guide to the Markets Date: Thursday, March 5, 2026 Time: 11:00 AM - 11:30 AM CST ONLINE EVENT PASSCODE: s3Eg3ce7 Join this event online Presented By: Meera Pandit, Executive Director - JP Morgan Hosted By: Patrick Haspert, CFP®, ChFC®, APMA™ Private Wealth Advisor with ClearPath Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: JP Morgan Discover the latest perspectives on global markets and economic trends in 2026. During this complimentary session, we’ll explore key themes including valuations, earnings outlooks, and the macro factors influencing investment decisions today. Presented by Meera Pandit, Executive Director with JP Morgan. Meera is a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets. Join us for a virtual session on Microsoft Teams Thursday, March 5th2026 11:00AM-11:30AM CST RSVP by Thursday, March 5that 10:00AM to reserve your spot and receive your access credentials for this virtual event. To register for the event, please click on the following link: https://events.teams.microsoft.com/event/d0ce3e79-2ef0-444b-b4d2-804697857dfc@7855c2e1-437a-4870-9615-daaacaed4348 Hosted by Patrick Haspert, CFP®, ChFC®, APMA™ Private Wealth Advisor with ClearPath Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC PatrickHaspert, CFP®, ChFC®, APMA™, CA license#0684538 Thisis an informational seminar. There is no cost or obligation. JPMorgan is 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8780575ACMR0226