Mastering your money mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski , Director of Practice Management 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 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” 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
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. 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. 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
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Ryan Sullivan , Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC 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 Age Lab: 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
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: John Decker – College Assistance Plus Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Fidelity Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. This is an informational seminar. There is no cost or obligation. College Assistance Plus and their representatives are not affiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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 AmeripriseFinancial, Inc. All rights reserved.
2025 SEMINAR SERIES-Social Security: Options to help you maximize your benefits Date: Thursday, March 20, 2025 Time: 1:00 PM - 2:15 PM EDT Join this event online Presented By: Elaine Simmons, Social Security Informed in partnership - Fidelity Investments Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps. Presented by Elaine Simmons, Partner – Social Security Informed in partnership with Fidelity Investments This is an informational seminar. There is no cost orobligation. Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues. Fidelity and their representatives are not affiliatedwith Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
2025 SEMINAR SERIES-When Your Health and Money Intersect Date: Thursday, February 20, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: Cordian Wealth™, a private wealth advisory practice of Ameriprise Financial Services, LLC The global pandemic showed how health issuescan impact markets and economies. Have you considered how your health mayaffect your money? Join us to discuss: • Keydiscussions and decisions • How a little preparation goes a long way • How your financial professional can help This is an informational seminar. There is no cost orobligation. Investment products are not insuredby the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Blackrock and their representatives are not affiliatedwith Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7454543ACMR1224
2024 Election: Red, Blue & You – The Road Ahead in Washington Date: Thursday, January 16, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President - Federal Government Affairs Office – Columbia Threadneedle Hosted By: Cordian Wealth™ A private wealth advisory practice of Ameriprise Financial Services, LLC Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs. 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 its representative are 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. 7454543ACMR1224