Upcoming Events

Understanding the SECURE Act

  • Mark Ettinger, CPA, Principal - CJMn Ltd.
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Provisions signed into law could potentially affect you. During this complimentary conference call, Mark will discuss some of the provisions to enlighten us with tax planning considerations:

  • Required Minimum Distribution changes, including increases ages and inherited IRA changes.
  • IRA contribution changes for those before and after age 70.5.
  • 529 plans to allow distributions to repay student loans of a beneficiary
  • Kiddie Tax and unearned income trust/ estate tax rate changes.
  • 401(k) plans and coverage for long-term part-time employees.

If you have specific questions on the SECURE act changes, we will close with time for questions.
We hope you can join us!

Click this live link to join the event

Please plan on calling the toll free number to listen in.

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 and its affiliates do not offer tax or legal advice. Consumers should consult with their own personal tax advisor or attorney regarding their specific situation.

Neither CJMn Ltd nor Mark Ettinger nor their representatives are affiliated with Ameriprise Financial, Inc.

Charitable Giving Your Way

  • Chris Nelson, RVP - Insurance - RiverSource Insurance
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Chris Nelson, RVP, RiverSource Insurance

The presentation will cover aspects of leaving a meaningful legacy. The content will cover why we give and 10 charitable giving strategies to consider in working with your advisor.

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

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

Meeting number: 598 683 432 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the Webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

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

This seminar is sponsored by RiverSource Insurance.

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

Before you purchase, be sure to ask your sales representative about the life insurance policy's features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.

The Confident Retirement approach is not a guarantee of future financial results.

Neither RiverSource Life Insurance Company, nor its affiliates or representatives, offer tax or legal advice. You should consult with your tax adviser or attorney regarding your specific situation. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota,and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved

Protect Yourself from Yourself

  • Seth Buks, Client Portfolio Manager - Columbia Threadneedle
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial, Services, Inc.
  • Terry Huddle, Columbia Threadneedle

HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing. Learn why we make emotional decisions about our money, and how to get the most out of your investments — despite your instincts.

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

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

Meeting number: 597 692 327 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

This seminar is sponsored by Columbia Threadneedle.

Columbia Threadneedle is an affiliate of Ameriprise Financial, Inc.

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

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

The Financially Confident Woman

  • Kara Sherman, District Vice President- Annuities - RiverSource Annuities
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Josh Liebelt, RiverSource Annuities

You’ve provided for yourself and likely others, too — now it’s important to make sure you’ve taken the right steps to live confidently in retirement. Learn how to: • Help make your money last throughout your retirement • Maintain your same lifestyle in retirement • Prepare for the impact of unexpected events • Create a legacy for those you love or causes you care about

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

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

Meeting number: 590 772 555 Password: Welcome2

Thank you in advance for entering your name and email address to attend.

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

This seminar is sponsored by RiverSource Annuities.

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

Before you purchase a life insurance policy or annuity contract, be sure to ask your financial advisor to explain the features, benefits, risks and fees, and whether the product is appropriate for you based upon your financial situation and objectives.

The Ameriprise Financial Services, Inc. insurance agency license number is ‘CA License #0684538’.

RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York.Affiliated with Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Past Events

Big Questions for a Better Retirement

  • Taylor Pluss, Retirement Director - Janus Henderson
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Daniel Spenny, Director - Janus Henderson

As investors near retirement, readiness planning can seem daunting. We believe it’s important to ask the right questions in order to make sound decisions. Big Questions for a Better Retirement is designed to ask and answer questions and help investors start building a solid foundation for retirement readiness.

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.

Meeting number: 259 716 475 Password: Welcome2

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

Janus and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2703011ACMR0919

Medicare & Social Security - Get What's Yours

  • Tyler DeHaan, Director of Retirement Solutions, Advanced Retirement Team - Principal Funds
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc
  • Tom Sabow, Vice President & Senior Advisor Consultant of Inveso and Tim Duellman, Director & Wealth Advisory Solutions of Principal Funds

When and how much? How do spousal benefits and taxation work? Have you considered the impact of rising health care costs? These are all questions we often hear our clients ask on Social Security and Medicare. Join us for an informational luncheon to learn more about the options available and how to get started.

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

Michelle Young, CA insurance # 0E2140

Invesco, Principal Funds and its representatives are 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2241551ACMR0919

Identity Theft: Prepare, Protect, Prevent

  • Janet Koh, Regional Vice President- Advisor Consultant - New York Life Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Nick Angel, Regional Vice President- Advisor Consultant, New York Life Investments

The presentation will cover aspects of Identity Theft to consider and ideas to help protect your and your loved ones’ personal information.

This educational opportunityis 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.

Meeting number: 596 848 473 Password: Welcome2

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

New York Life Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2703011ACMR0919

Learn how recent events can impact your financies and Q&A Market Discussion

  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Goldman Sachs, Federated, and Columbia Threadneedle

Join us for a special event! Bernie DeLaRosa, Private Wealth Advisor, with Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc., will share a Market Volatility presentation. Three wholesalers will also be available for Q & A on the current market.

Terry Huddle, Regional Advisor Consultant, Columbia Threadneedle
Chris Davis, Senior Regional Consultant, Federated Matt Wolff, Vice President, Goldman Sachs

Light appetizers, desserts and coffee will be available from 6:30 - 7 and speakers will begin at 7 pm.

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

Sponsored by Goldman Sachs, Federated, Columbia Threadneedle.

Federated and Goldman Sachs are not affiliated with Ameriprise Financial.

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.

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

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial Inc. All rights reserved.

2703011ACMR0919

Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse

  • AJ Helgerson, Regional Marketing Director - Delaware Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • AJ Helgerson, Delaware Investments

Creating Financial Harmony

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion

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.

Meeting number: 597 545 274

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

Michelle Young, CA Insurance #0E24140

Delaware Investments and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.