Upcoming events

Savvy Social Security Planning. What Baby Boomers need to know about their Retirement Income

CDT

Pinstripes -Ballroom A, 3849 Gallaher Drive, Edina, MN 55435

Jeff Brooks, Executive Director, Wealth Strategist - Janus Henderson Investors US LLC

Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Janus Henderson Investors US LLC & Columbia Funds

This is a Bring-a-Friend Education Seminar - an opportunity to not only learn more about Social Security, but also to meet our team if your guest would like guidance through retiement and the decisions ahead.

Join us for an educational Social Security seminar designed specifically for Baby Boomers approaching or already in retirement.

This event will explore:

  • How costly mistakes, especially around when and how to claim Social Security - can significantly reduce your lifetime retirement income.
  • We'll address common concerns such as whether Social Security will be there for you.
  • How inflation impacts benefits.
  • Key factors to consider before applying.
  • Estimating your Social Security benefits.
  • Taxation of benefits.
  • How Medicare interacts with Social Security, and
  • And much more!
To reserve a spot: call us at 952.857.1280 or email us at michele.a.lindell@ampf.com
RSVP Online

This is an informational seminar. There is no cost orobligation.

Only Columbia Threadneedle Investments and their representatives are affiliated with Ameriprise Financial, Inc.

Always consult a Medicare agent regarding yourspecific Medicare questions and decisions and a Social Security agent regardingyour specific Social Security decisions.

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 involveinvestment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

12th Annual VIP Women's Event

CDT

Braemar Golf Course -Ballroom, 6364 John Harris Drive, Edina, MN 55439

Kelsea Sullivan, CIMA® Regional Director - Fidelity Investments

Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

PGIM Investments, MFS, Goldman Sachs Asset Sachs, Eaton Vance, Fidelity, JP Morgan, Franklin Templeton, John Hancock

We invite you & your guest to our women's event featuring two speakers!

Planning for Life's Big Moments

Presented by Kelsea Sullivan, CIMA® Fidleity's Regional Director.

&

Lipstick Laughter & Life

Presented by Renee Rongen, award-winning speaker, author & business consultant, known for her humor, authenticity & powerful presence!

Charity of the Night – The Ultimate Pajama Party!

Join Renee Rongenin making a difference – one pair of pajamas at a time. We’re collecting new pajamas for women & children affected by domestic violence. All donations will go directly to our local domestic violence crisis center –Alexandra House, Inc., which is Minnesota’s largest shelter. Let’s turn compassion into action – because everyone in our community deserves to feel safe & cared for. (Over 1 million pairs of PJs have been donated to-date!)

Buffet Dinner & Wine will be served

To reserve a spot: call us at 952.857.1280 or email us at michele.a.lindell@ampf.com
RSVP Online

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

Sponsored by PGIM Investments, MFS, Goldman SachsAsset Sachs, Eaton Vance, Fidelity, JP Morgan, Franklin Templeton, John Handcock Sponsoring wholesalers and their 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 anyfinancial 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.

©2026 Ameriprise Financial, Inc. All rights reserved.

Past events

The Facts of Funeral Pre-Planning – Final Wishes

CDT

Join this event online

Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens

Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, we will:

  • Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones
  • Explore common reasons why so many families plan in advance
  • Review pre-planning versus pre-funding
  • Discuss pros and cons of a funeral policy

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.

Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225

The Power of Social Security: 3 Things You Need to Know

CDT

Join this event online

Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price

Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

  • Debunk common misconceptions about Social Security
  • Drill down on benefits
  • Provide actionable next steps for thoughtful retirement income strategies

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

T. Rowe Price and their representatives are notaffiliated with Ameriprise Financial, Inc.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2025 Ameriprise Financial, Inc. All rights reserved.8674769ACMR1225

The Hidden Costs of Aging

CST

Join this event online

Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations.
• Explore common care and housing options as we age.
• Identify considerations to help formulate a thoughtful plan.

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

Franklin Templeton and their representatives are not 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.

AI: The Opportunity is Anything but Artificial

CST

Join this event online

Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock

Generations Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

  • Understand what artificial intelligence is and why it has gained momentum
  • Explore real-world applications of AI across industries
  • Gain perspective on where AI may be headed and key considerations moving forward

This is an informational seminar. There is no cost orobligation.

Blackrock and their representatives are not affiliatedwith Ameriprise Financial, Inc.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.8674769ACMR1225