Market Outlook Conference Call Date: Thursday, August 21, 2025 Time: 6:00 PM - 6:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 222 685 717 35 Passcode: Kz6Um9vy Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™ Hosted By: Echelon Wealth Partners Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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 orobligation. Columbia Threadneedle is an affiliate of AmeripriseFinancial, 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.
Smart Strategies for College Financing - Planning for your child's future Date: Thursday, September 25, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 277 532 835 245 Passcode: tE2vm6F4 Join this event online Presented By: Carrie Exley, APMA®, Financial Advisor - Ameriprise Financial Hosted By: Echelon Wealth Partners Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Five things to know about Medicare Date: Thursday, October 23, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 291 818 668 369 Passcode: uZ92bg9t Join this event online Presented By: Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™, , Private Wealth Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market Outlook Conference Call Date: Thursday, November 6, 2025 Time: 6:00 PM - 6:30 PM CST ONLINE EVENT PASSCODE: Meeting ID: 244 110 420 468 Passcode: 5fg6bL3N Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Hosted By: Echelon Wealth Partners We at Echelon Wealth Partners are excited to announce our first webinar of 2025. Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.281.4341 or email us at echelonwealthpartners@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 orobligation. Columbia Threadneedle is an affiliate of 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. 7425108 ACMR1224
Financial Planning: A personal guide Date: Wednesday, June 18, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 244 136 474 830 Passcode: AT7Ag9Hd Join this event online Presented By: Brittany Pilling, CFP, APMA, Financial Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. This is an informational seminar. There is no cost or obligation. 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.
Navigating Social Security Date: Thursday, May 8, 2025 Time: 6:00 PM - 6:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 251 536 097 374 Passcode: 9ar9aK3c Join this event online Presented By: Alexandra Nobile, Vice President, is a Retirement Strategist on the J.P Morgan Asset Management Retirement Insights Hosted By: Echelon Wealth Partners Please join us for JP Morgan’s presentation on 2025 Guide to Retirement with Alexandra Nobile, Vice President, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team this Thursday, May 8,2025 at 6:00 PM CDT. This is an informational seminar. There is no cost orobligation. This event is sponsored by: JPMorgan.Thesesponsors and representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA orany 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. 7875264ACMR0425
Behavioral Finance Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 235 078 090 111 Passcode: NH94AW9j Join this event online Presented By: by Ian Gatehouse CIMA®, Regional Director with Fidelity Institutional, Regional Director Hosted By: Randall D. Ehleringer, CFP®, ChFC®, CRPCTM, APMA®, BFATM, Private Wealth Advisor During this complimentary session, we’ll explore how behavioral finance informs every financial decision we make. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll break down the different types of bias and how to create a plan to stay focused on your long-term goals. This is an informational seminar. There is no cost orobligation. This event is sponsored by: Fidelity Investments. These sponsors and 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.
Navigating your Social Security benefits Date: Thursday, February 20, 2025 Time: 12:00 PM - 12:30 PM CST ONLINE EVENT PASSCODE: Meeting ID: 235 739 630 164 Passcode: t4tB6Ym9 Join this event online Presented By: Ryan Burras, APMA® and Alex Lair, CFP®, APMA®, CRPC® , Financial Advisors - Echelon Wealth Partners Hosted By: Echelon Wealth Partners Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. This is an informational seminar. There is no cost or obligation. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.