Education Planning and Funding Date: Friday, May 29, 2026 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Chris Stack, Esq , Managing Consultant - Savingforcollege.com Hosted By: Generations Wealth Management, An Ameriprise Wealth Advisory Practice of Ameriprise Financial Services, LLC Sponsored By: Columbia Threadneedle Investments This session will be led by Chris Stack, Esq who is the Managing Consultant at Savingforcollege.com and is a nationally recognized 529 authority. During the webinar, we’ll cover: · The rising cost of education and why planning early matters · How 529 college savings plans work and their key benefits · Tax advantages, including tax-deferred growth and tax-free withdrawals for qualified expenses · Strategies for funding education while balancing other financial goals · Common planning mistakes and missed opportunities when saving for education · Intro on forthcoming Trump accounts Whether you’re planning for a child, grandchild, or simply want to better understand your options, this session will provide valuable insights and practical strategies. To reserve a spot: call us at 703.766.2025 Ext. 102 or email us at Devon.varcoe@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Investments is an Ameriprise Financial affiliate. Savingforcollege.com 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8885814ACMR0426
How new tax law changes may impact you Date: Thursday, January 22, 2026 Time: 12:00 PM - 12:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Matthew Carbone, MS®, CFP®, MPAS®, ChFC®, CLU®, RICP®, CRPC®, APMA®, Private Wealth Advisor - Ameriprise Financial Services, LLC Hosted By: Generations Wealth Management, An Ameriprise Wealth Advisory Practice of Ameriprise Financial Services, LLC 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. 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.