2026 SEMINAR SERIES- AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC AI: The Opportunity is Anything but Artificial Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made. This educational session is designed to help participants: • Understand what artificial intelligence is and why it has gained momentum• Explore real-world applications of AI across industries• Gain perspective on where AI may be headed and key considerations moving forward For more information: call us at 704.872.8181 Ext. 125 or email us at tara.l.henry@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Blackrock and their representatives 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. ©2025 Ameriprise Financial, Inc. All rights reserved. 8674769ACMR1225
2026 SEMINAR SERIES- The Power of Social Security Date: Thursday, March 19, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC The Power of Social Security: 3 Things You Need to Know The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: ▪ Debunk common misconceptions about Social Security ▪ Drill down on benefits ▪ Provide actionable next steps for thoughtful retirement income strategies For more information: call us at 704.872.8181 Ext. 125 or email us at tara.l.henry@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 . 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. T.Rowe Price and their representatives 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 8674769ACMR1225
2026 SEMINAR SERIES- The Facts of Funeral Pre-Planning Date: Thursday, April 16, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC The Facts of Funeral Pre-Planning – Final Wishes During this webinar, we will: Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones Explore common reasons why so many families plan in advance Review pre-planning versus pre-funding Discuss pros and cons of a funeral policy For more information: call us at 704.872.8181 Ext. 125 or email us at tara.l.henry@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis 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. Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
Seminar Series-Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kelsea Sullivan, CIMA, Regional Director - Fidelity Investments Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an engaging and practicalconversation designed to help you navigate key life transitions with clarityand confidence. This session will explore real-lifescenarios and provide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters:Lifeis full of transitions—some planned, some unexpected. Being prepared canempower you to take control, support your loved ones, and make confidentdecisions. What you'll gain:Checklists,tools, and thoughtful guidance for every stage—from building a life with apartner to caring for aging parents, and everything in between. Thisis an informational seminar. There is no cost or obligation. Fidelity and their representatives are not affiliatedwith Ameriprise Financial. Ameriprise Financial does not offer tax or legaladvice. Consult with a tax advisor or attorney.Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.
Seminar Series: Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Emily Mills, CSRIC™, Wealth Strategy Specialist - Eaton Vance Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC A practical look at charitable planning options for individuals and families. We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals. During this session, we will cover: Managing tax benefits while supporting the causes that matter most to you Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities Tax-related considerations when donating appreciated assets such as stock or real estate How charitable giving can align with your long-term planning objectives Who should attend:Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come. This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously. This is an informational seminar. There is no cost or obligation. Eaton Vance and their representatives are not affiliated with Ameriprise Financial. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing. This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor 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.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jason Keller, CFP® , Senior Wealth Planning Specia - Franklin Templeton Academy Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: The Advisor Advancement Institute at New York Life Investments During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. 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. 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 advisor 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