Upcoming events

2021 SEMINAR SERIES: King Lear, 'Tony Soprano' and the Lessons of Wealth Transfer

  • Seminar1!
  • Join this event online
  • Taylor Pluss, Retirement Director, Defined Contribution and Wealth Advisor Services - Janus Henderson Investors
  • Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

This seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles.

Topics Include:

-Utilizing a document location system

-Rationalizing amounts, timing and structures

-Managing estate taxes

-Preparing and educating heirs

-Appointing the right agents, executors and trustees

Please call: 1-844-621-3956 Access Code: 146 297 6593

Click this live link to join the WebEx slide presentation

Meeting number: 146 297 6593 Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.
For more information: email us at desiree.m.moe@ampf.com

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3432210ACMR0221

Past events

2021 SEMINAR SERIES: College Inside Track- 7 Insider Tips

  • Seminar1!
  • Join this event online
  • Cozy Wittman, National College Search Expert - College Inside Track
  • Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:

-How to do an effective tour with campuses closed

-Where to find scholarships

-How to go about scheduling an ACT

To join the webex:

Please call: 1-844-621-3956 Access Code: 146 254 8337

Click this live link to join the Webex slide presentation

Meeting number: 146 254 8337 Password: Seminar1!

Please plan to call the toll-free number to hear the speaker, and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This is an informational seminar. There is no cost or obligation.

College Inside Track and its representatives are not affiliated withAmeriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not provide tax orlegal advice. Consult your tax advisor or attorney regarding specific taxissues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020Ameriprise Financial, Inc. All rights reserved.

3370570ACMR1220

Navigating the college process in the new COVID-19 world

  • Cozy Witman and Chris Wills, College Experts - College Inside Track
  • Everspring Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Chris Wills, College Inside Track
  • Sponsored By: Chris Wills, College Inside Track

Campus visits are canceled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment?

Join us to learn up-to-date info on topics such as: What can I do if the college has canceled all tours? How do we navigate ACT/SAT prep timelines with newly canceled dates? What are ways I can reduce the cost of college? If you are the parent of a HS student, this is incredibly important info you will not want to miss.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 733 105 Password: Welcome2 For more information: call us at 207-883-4200 x2 or email us at hailey.smith@ampf.com

This seminar is sponsored by College Inside Track.

This is an informational seminar. There is no cost or obligation.

College Inside Track is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.