Actionable Tax Planning Strategies for the Current Landscape Date: Wednesday, February 4, 2026 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Mike Cannizzaro, Senior Wealth Planning Specialist - Franklin Templeton Hosted By: Seth Warren, Franchise Consultant Big changes in tax law can mean potential opportunities –and challenges – for your financial plan. Join us for a complimentary and informative session designed to help you better understand the evolving tax environment. We’ll explore how recent legislative changes may impact your retirement savings, charitable giving, and wealth transfer strategies, and we’ll discuss several actionable tax planning strategies to consider. Presented by Mike Cannizzaro, Senior Wealth Planning Specialist with Franklin Templeton For more information: email us at robyn.zafft@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. Franklin Templeton is 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. © 2025-2027 Ameriprise Financial, Inc. All rights reserved.
Florida Luncheon – Lakeland Date: Thursday, February 5, 2026 Time: 11:00 AM - 2:00 PM EST Location: Cleveland Height Golf Course , 2900 Buckingham Ave, Lakeland, FL 33083 Hosted By: Horizon Advisors Buffet lunch will be provided. Please feel free to bring a guest. To reserve a spot: call us at 863.688.6863 or email us at megan.rothstein@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Florida Boat Cruise - Tampa Date: Thursday, April 23, 2026 Time: 5:30 PM - 8:30 PM Location: TBD, TBD, Tampa, FL 33501 Hosted By: Horizon Advisors This is an Adults only event. Please feel free to bring a guest. Please respond promptly due to space limitations. To reserve a spot: call us at 941.639.4455 or email us at megan.rothstein@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8728556ACMR0126
Minnesota Boat Cruise - St. Croix River Date: Thursday, June 18, 2026 Time: 5:30 AM - 8:30 AM CDT Location: St. Croix Boat & Packet Co., 525 South Main Street, Stillwater, MN 55082 Hosted By: Horizon Advisors This is an Adults Only event. Please feel free to bring a guest. Please respond promptly due to space limitations. To reserve a spot: call us at 651.289.2000 or email us at megan.rothstein@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8728077ACMR0126
Minnesota Picnic - Stillwater Date: Saturday, September 19, 2026 Time: 12:00 PM - 2:00 PM CDT Location: Pioneer Park, 515 2nd St N, Stillwater, MN 55082 Hosted By: Horizon Advisors Great BBQ and fun at the fall picnic in Stillwater, MN. To reserve a spot: call us at 651.289.2000 or email us at megan.rothsetin@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8728120ACMR0126
Minnesota Holiday Open House Date: Monday, November 9, 2026 Time: 5:30 AM - 8:30 PM CST Location: Midland Hills Country Club, 2001 Fulham Street, Roseville, MN 55113 Hosted By: Horizon Advisors Cocktails and hors d'oeuvres will be served. This is an Adults Only event. Please feel free to bring a guest. To reserve a spot: call us at 651.289.2000 or email us at megan.rothstein@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8728570ACMR0126
Florida Top Golf - Tampa Date: Thursday, January 29, 2026 Time: 12:00 PM - 3:00 PM EST Location: Tampa Top Golf, 10690 Palm River Rd, Tampa, FL 33619 Hosted By: Horizon Advisors Bring a friend and join us for a fun afternoon at Top Golf featuring climate-controlled hitting bays and a chef inspired menu. All skill levels are welcome to attend. Space is limited. To reserve a spot: call us at 863.688.6863 or email us at megan.rothstein@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8662215ACMR1225
Georgia Open House Date: Wednesday, January 7, 2026 Time: 11:00 AM - 3:00 PM EST Location: Horizon Advisors Office, 2950 Cherokee Street, Suite 614, Kennesaw, GA 30144 Hosted By: Lee Pence Light refreshments will be served. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8650867ACMR1225
Holiday Open House Date: Thursday, November 20, 2025 Time: 6:30 PM - 8:00 PM CST Location: Midland Hills Country Club, 2001 Fulham St, Roseville, MN 55113 Hosted By: Horizon Advisors Hors d'oervres and Dessert Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 7439455ACMR1224
Horizon Advisors Fall Picnic Date: Saturday, September 6, 2025 Time: 12:00 PM - 2:00 PM CDT Location: Pioneer Park, 515 2nd St N, Stillwater, MN 55082 Hosted By: Horizon Advisors Great BBQ and fun at the fall picnic in Stillwater, MN. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6183911ACMR0124