Upcoming events

2024 Seminar Series: The Home Stretch: Seven Things To Do in the Decade Before You Retire

CDT

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Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton

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

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss:

• Seven important things you should do before retirement

• How to identify potential hurdles

• Strategies you can use to help successfully cross the finish line

For more information: call us at 952.857.1487 or email us at confettiwealth@ampf.com

This is an informational seminar. There is no cost orobligation.

Franklin Templeton and their representatives are notaffiliated with Ameriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

2024 Seminar Series: 7 Things No One Tells You About Retirement

CDT

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Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

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

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

For more information: call us at 952.857.1487 or email us at confettiwealth@ampf.com

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6749264ACMR0724

2024 Seminar Series: People Care About Elections. Markets Don't.

CDT

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Brian Levitt, Global Market Strategist - Invesco

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

Learn why Presidents have historically had less impact on markets than people tend to believe. Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

For more information: call us at 952.857.1487 or email us at confettiwealth@ampf.com

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Invesco and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6749264ACMR0724

2024 Seminar Series: Washington Update

CST

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Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments

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

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

For more information: call us at 952.857.1487 or email us at confettiwealth@ampf.com

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6717790ACMR0724

Past events

2024 Seminar Series: Major Changes to College Search in 2024

CDT

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Cozy Wittman, Education and Partnerships - College Inside Track

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

This past year has resulted in some of the most significant changes to the college planning process in decades.

• Admission trends have changed around how colleges admit students

• Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests

• The number of schools on the “more selective” list continues to grow

• Substantial changes to the FAFSA and financial aid may make college more expensive

Join us as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

This is an informational seminar. There is no cost or obligation. College Inside Track and its representative are not affiliated with Ameriprise Financial, Inc.
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. 6663310ACMR0624

2024 Seminar Series: Growing LGBTQ Wealth

CDT

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

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

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future. The presentation will include:
• LGBTQ+ numbers that matter

• Challenges facing the LGBTQ+ community

• Investing beyond the headlines

• Building your foundation for wealth and well-being

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869#

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123

2024 Seminar Series: Understanding Medicare A to D

CDT

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Jeff Nymark, Senior VP - First Eagle Funds

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

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231#

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123

2024 Seminar Series: Big Questions for a Better Retirement

CDT

Seminar1!

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Eric Magyar, Defined Contribution Specialist - Janus Henderson

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

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123

Spring Shred Event - Edina

CDT

Centennial Lakes Parking Lot, 7601 France Avenue South, Edina, MN 55435

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

Join us for our Spring Shred Event where you simply pull up in your car, drop off your items, and watch them get shredded in the Veteran Shredding truck while you wait.

Stick around afterwards to enjoy coffee and a donut on us!

• Thorough and safe document destruction program

• Three bag limit, please

• No RSVP necessary

*By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Third-party logo and content used with permission. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6147345ACMR1223