Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP®, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Continuum Financial Group Sponsored By: Franklin Templeton During this complimentary session, we'll begin by reviewing the current landscape, including key tax figures for 2025, and a look at income and estate/gift taxes. Then, we'll highlight specific, actionable planning ideas to consider. For more information: call us at 507.289.0737 or email us at maxwell.haydon@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here (https://www.ameriprise.com/privacy-security-fraud). By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and 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 adviser 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. 7931790ACMR0525
2025 Channel One Volunteering Sessions - July Date: Friday, July 25, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event.
*RESCHEDULED DATE* Cotinuum Night Out @ The Rochester Honkers Game Date: Monday, August 4, 2025 Time: 6:30 PM - 9:00 PM CDT Location: Mayo Field, 403 E Center St, Rochester, MN 55904 Hosted By: Continuum Financial Group Join us for a fun night out at the Rochester Honkers Game! We are reserving the upper sports deck at Mayo Field for the Honkers game against the Duluth Huskies - Now scheduled for Monday, August 4th. Bring your family and friends for a nice night out at the ball field! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation to attend.Continuum Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.
2025 Channel One Volunteering Sessions - August Date: Friday, August 15, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event.
2025 Channel One Volunteering Sessions - September Date: Friday, September 19, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event.
2025 Channel One Volunteering Sessions - October Date: Friday, October 17, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event.
2025 Channel One Volunteering Sessions - November Date: Friday, November 21, 2025 Time: 9:00 AM - 11:00 AM CST Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event.
2025 Channel One Volunteering Sessions - December Date: Friday, December 19, 2025 Time: 9:00 AM - 11:00 AM CST Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event.
Social Security & Medicare: Get What's Yours. Date: Thursday, June 26, 2025 Time: 1:00 PM - 2:00 PM CDT Location: Saint Mary's University - Rochester Campus, 2900 19th St NW, Rochester, MN 55901 Join this event online Presented By: Kevin Hansen, CFP®, CRPC®, Director - Knowledge Hub - Principal Asset Management Hosted By: Continuum Financial Group Join us for a hybrid Social Security and Medicare seminar, Presented by Principal Asset Management. Together, we will cover the basics of both topics, and important resources to keep in mind as you reach the age where you will be starting to draw from each.This session is available for in-person or virtual attendance. For in-person attendance, please give our office a call to secure your spot at SMU-Rochester. For virtual participants, please use the registration link provided to sign up for the virtual session. Continuum Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.This is an informational seminar. There is no cost or obligation.Principal Asset Management and its representatives are not affiliated with Ameriprise Financial, Inc.Always consult a Medicare agent regarding your specific Medicare questions and decisions.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.© 2025 Ameriprise Financial, Inc. All rights reserved.
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: Continuum Financial Group Sponsored By: New York Life When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy.By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation:- Understanding your money emotions. - Accepting the past. - Learning the language of money. - Making a plan. - Planning for "setbacks." By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy, which can be found here (https://www.ameriprise.com/privacy-security-fraud). By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agecy, 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. 7931790ACMR0525
2025 Channel One Volunteering Sessions - June Date: Friday, June 20, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! There is no cost or obligation for this event
2025 Channel One Volunteering Sessions - May Date: Friday, May 16, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Channel One Regional Food Bank, 131 35th St SE, Rochester, MN 55904 Hosted By: Continuum Financial Group Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community! There is no cost or obligation for this event
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Ryan Sullivan, Vice President & Managing Director, Applied Insights - Hartford Funds Hosted By: Continuum Financial Group Discover how tech and AI are revolutionizing aging!With a new array of innovative apps, devices, and services, it's now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life's little joys as you age. Join us to explore research from the MIT AgeLab: See the vast universe and scope of tech and AI for everyday tasks. Understand how these apps and devices can enhance your quality of life. Learn how to try out some of these technology innovations. This is an informational seminar. There is no cost or obligation.Hartford Funds, MIT AgeLab, and associated representatives are 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.© 2025 Ameriprise Financial, Inc. All rights reserved. 7849439ACMR0425