Events

Planning for Health Care in Retirement

Kevin Furtado, Regional Sales Consultant - Fidelity Investments

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

A guide to covering your medical expenses.

During this complimentary seminar, you will gain insight into healthcare costs, look into Medicare – what it covers and what it costs, and outline a 4-Step process for creating a healthcare plan.

This educational opportunity is a conference call and WebEx presentation.

Please call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

For more information: email us at jeanne.a.preston@ampf.com

Bill Rothschild, Regional Director, Fidelity Investments

This is an informational seminar. There is no cost or obligation.

Michelle Young, CA Insurance #0E24140

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. All rights reserved.

2341192ACMR1218

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Investing Matters

John McCauley, National Sales Manager - Victory Capital

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas: the new investor mindset, how to step forward in an evolving environment, and re-evaluating your risk tolerance and getting back in the market.

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

For more information: email us at jeanne.a.preston@ampf.com

Gary Goska, Regional Sales Director, Victory Capital

This is an informational seminar. There is no cost or obligation.
Michelle Young, CA insurance #0E24140

Victory Capital and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

2341192ACMR1218

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Past Events

Understanding the 2017 Tax Act

Abram Claude, Vice President - Columbia Threadneedle

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The Tax Act of 2017 contains significant tax treatment changes for businesses and investors. Get an overview of how the changes affect you and your clients, and examine the most striking effects on C corporations, pass-through business structures and individuals.

This educational opportunity is a conference call and WebEx presentation. Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640
Click this live link to login to the WebEx slide presentation.

Steve Klein, Region Vice President, Columbia Threadneedle

This is an informational seminar. There is no cost or obligation.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

This seminar is sponsored by Columbia Management Investment Advisors, LLC. This is an informational seminar. There is no cost or obligation.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus,which contains this and other important information about the funds, visit columbiathreadneedle.com/us. Read the prospectus carefully before investing.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2018 Ameriprise Financial, Inc. All rights reserved.

2341192ACMR1218

Retirement Insights- Guide to Retirement

Katherine Roy, Managing Director, Chief Retirement Strategist and Head of Individual Retirement - J.P. Morgan Asset Management

Confetti Wealth, A private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will discuss:

Creating the plan you need for the retirement you want, planning for a long life, making an informed decision about Social Security, knowing what to expect with health care costs, using time to your advantage, minimizing your taxes to maximize your retirement, and not spending too much or investing too conservatively

This educational opportunity is a conference call and webex presentation.
Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

To listen, please join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex Event by clicking this live link: Click this link to join the online meeting.
Meeting number: 595 952 644 Passcode: Welcome2

Thomas Parnell, CFP®, CIMA®, Executive Director, Client Advisor, JP Morgan

This is an informational seminar. There is no cost or obligation.

J.P. Morgan and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

©2018 Ameriprise Financial, Inc. All rights reserved. 2228192ACMR0918

Document Shredding Event

Confetti Wealth, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Join us for a Document Shredding Event- Safely dispose of your paper files, check stubs, bills & receipts!

Bring your bags (limit 3 please) & watch your documents be securely shred in the truck on-site!
Once you’re finished with drop offs, please join us for tailgate treats. No RSVP is necessary.

We look forward to seeing you on September 29!

Veteran Shredding is family and locally-owned and operated, run by 100% Service Disabled Veteran Small Business Owners.

There is no cost or obligation for this event.

AmeripriseFinancial Services, Inc., Member FINRA and SIPC.

© 2018 AmeripriseFinancial, Inc., All rights reserved. 1984232ACMR0118

Market and Economic Perspectives Seminar and Happy Hour

Matt Wolff, Vice President - Goldman Sachs

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial invites you to a special seminar-Market and Economic Perspectives

The presentation will focus on these areas:

The relationship between politics and market performance,
current economic outlook and market trends and forecasts.

Refreshments and hors d’oeuvres will be provided as you
listen to the seminar.

Details:

5:30 PM-6:00 PM-Social
6:00 PM-6:30 PM- Presentation
6:30 PM-7:00 PM- Q&A

Matt Wolff, Goldman Sachs

This is an informational seminar. There is no cost or obligation.

Michelle Young, CA insurance # 0E2140

Confetti Wealth is located at 7601 France Ave S, Ste 600, Edina, MN55435.

Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC- insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

2191091ACMR0718