Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Generations Wealth Group, a private practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. For more information: call us at 952.857.1280 or email us at michele.a.lindell@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 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.
Personal Security Insights: Proven Strategies for Safeguarding Wealth & Family Date: Wednesday, June 25, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Gary Rosso, Law Enforcement Security Professional and former FBI Special Agent - Guest of Fidelity Investments Hosted By: Generations Wealth Group, a private practice of Ameriprise Financial Services, LLC Join us for a session where we’ll discuss: Generations Wealth Group takes the security of our clients very seriously, not just from a financial & data security perspective, but from a comprehensive view towards personal security. In this ever-Dynamic threat landscape across the Globe, we need to be more vigilant to protect ourselves against a wide array of Cyber and Personal security issues.Gary Rosso brings with him over 35 years of experience asa private sector and Law Enforcement security professional. He spent over 14 years in Federal law enforcement as a Special Agent with the FBI. He is going to share some insights, and more importantly some practical guidance on how we can take charge of protecting ourselves, particularly from Cyber Fraudsters. This is an informational seminar. There is no cost orobligation. Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUAor 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. © 2025 Ameriprise Financial, Inc. All rights reserved.7872514ACMR0425
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Ryan Sullivan, Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Generations Wealth Group, a private practice of Ameriprise Financial Services, LLC Discover how tech and AI are revolutionizing aging! With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age. Join us to explore research from the MIT AgeLab: See the vast universe and scope of tech and AI for everyday tasks. Understand how these apps and devices can enhance your quality of life. Learn how to try out some of these technology innovations. This is an informational seminar. There is no cost or obligation. Hartford Funds, MIT AgeLab, and associated 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 AmeripriseFinancial, Inc. All rights reserved. 7849439ACMR0425
Quarterly Market Update: Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 2:00 PM - 3:00 PM CDT Join this event online Presented By: Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Fianncial Services, LLC Join us for a timely update with a market summary, economic outlook, asset marketsand long-term investment themes. Thisis an informational seminar. There is no cost or obligation. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with AmeripriseFinancial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues. 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 fluctuationin value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.7849439ACMR0425
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: John Decker, Owner - College Assistance Plus Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Fianncial Services, LLC Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. This is an informational seminar. There is no cost orobligation. College Assistance Plus and their representatives are notaffiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regardingspecific tax issues. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 AmeripriseFinancial, Inc. All rights reserved. 7754527ACMR0325
Social Security: Options to help you maximize your benefits Date: Thursday, March 20, 2025 Time: 2:30 PM - 3:15 PM CDT Join this event online Presented By: Elaine Simmons, Partner - Social Security Informed in Partnership with Fidelity Investments Hosted By: Generations Wealth Group, a private wealth advisory practice of Ameriprise Fianncial Services, LLC Join us for a session where we'll discuss social security essentials, benefits and options, strategies to consider, and next steps. 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. Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.7587608ACMR0225