CWP October Money Matters Webinar Date: Thursday, October 30, 2025 Time: 12:00 PM - 12:30 PM EDT Join this event online Hosted By: Comprehensive Wealth Partners - Ameriprise Financial Services, LLC After a long summer break, we are excited to resume our monthly webinar series and invite you to join our October Money Matters webinar on Thursday, October 30th at noon EST. As always, we strive to keep these free, educational webinars to 30-minutes and focus each session on different key financial topics that aren’t typically discussed in your regular client meetings. For October’s webinar our CEO, Paul Carbetta, and President, John Natale, will discuss year-end planning strategies designed to help you make informed financial decisions as 2026 approaches. This session will also provide an overview of the recently enacted One Big Beautiful Bill ACT (OBBBA): How new tax law changes may impact you – presented by John Natale. The OBBBA, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how people plan for taxes and manage their finances. Whether you’ve joined us online before, or want to tune in for the first time, this is a great opportunity to cut through the noise and hear directly from our knowledgeable advisors. For more information: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar NOTE: There will not be access to your camera or microphone. This presentation will not be recorded. No need to register in advance; simply join the meeting using the access link above when the meeting time comes. We recommend joining the call 5 minutes before start time to ensure you can join seamlessly. Please be sure to input your full first and last name when joining the call so we can track attendance. This is an informational seminar. There is no cost or obligation. Ameriprise Financial and itsaffiliates do not offer tax or legal advice. Consumers should consult withtheir tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. 8469561ACMR1025
Join us for National Day of Service Date: Thursday, November 6, 2025 Time: 11:30 AM - 1:30 PM EST Location: Mid-Ohio Market at Gantz Rd, 4041 Gantz Rd, Grove City, OH 43123 Hosted By: Comprehensive Wealth Partners - Ameriprise Financial, LLC Come spend time making a difference in our community. Please join us for the National Day of Service. To reserve a spot: call us at 614.915.8710 or email us at comprehensivewealthpartners@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