7 Things No One Tells You About Retirement Date: Thursday, September 25, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Russ Gentile, Regional Vice President - Columbia Threadneedle Investments Hosted By: Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. For more information: email us at maria.salvucci@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. Columbia Threadneedle and its representative are 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.
Thriving in the sandwich generation Date: Wednesday, October 8, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Douglas Gage & Jake Basiliere, Private Wealth Advisor - Gage Wealth Advisors Hosted By: Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. For more information: email us at maria.salvucci@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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Tax Planning Strategies for the Current Landscape Date: Wednesday, October 15, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Bill Cass, Director of Wealth Planning - Franklin Templeton Hosted By: Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2025, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. For more information: email us at maria.salvucci@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 and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Franklin Templeton and its representative 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.
Artificial Intelligence - Coming To Life Date: Thursday, October 30, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Amer Hasan, Equity Investment Specialist - Janus Henderson Investors Hosted By: Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. This complimentary presentation examines the transformative impact of AI, comparing its significance to other major technological milestones. We will explore AI's evolution through stages like analytical AI, machine learning, and generative AI, while highlighting its potential to boost productivity. We will also cover its implications for industries, jobs, and investment opportunities. Attendees will gain insights into AI's rapid advancements, associated risks, and strategic considerations for leveraging its growth. For more information: email us at maria.salvucci@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. Janus Henderson and its representative 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.
Making the Most of Medicare: What You Need to Know Date: Thursday, November 6, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Graham Kimmerer, Senior Business Development Strategist - MFS Investment Management Hosted By: Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, we’ll discuss Medicare Parts A and B, what they cover, and their costs. We'll also explore additional plans such as Part D, Medicare Advantage & Medicare Supplement Plans, as well as when to consider applying to make sure that you have health coverage and to avoid penalties. For more information: email us at maria.salvucci@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. MFS and its 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.
Social Security: Preparing for Retirement Date: Thursday, November 13, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Graham Kimmerer, Senior Business Development Strategist - MFS Investment Management Hosted By: Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). For more information: email us at maria.salvucci@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. MFS and its representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. 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.