Upcoming events

Five things to know about Medicare

CST

Meeting ID: 221 033 378 364 08 Passcode: Yo7Fq7GV

Join this event online

Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™ & Jason Yockey, CFA, CFP®, CRPC, Private Wealth Advisor, Business Financial Advisor - Echelon Wealth Partners

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 Ext. 100 or email us at echelonwealthpartners@ampf.com
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.

How new tax law changes may impact you

CST

Meeting ID: 253 620 639 429 64 Passcode: Cp3M5Z7g

Join this event online

Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™ & Jason Yockey, CFA, CFP®, CRPC, Private Wealth Advisor, Business Financial Advisor - Echelon Wealth Partners

Echelon Wealth Partners

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com

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.

Navigating your Social Security benefits

CDT

Meeting ID: 288 433 000 071 02 Passcode: 3VC67Zj7

Join this event online

Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™ & Jason Yockey, CFA, CFP®, CRPC, Private Wealth Advisor, Business Financial Advisor - Echelon Wealth Partners

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.
For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com
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.