The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: Kris De La Pena, CFP, AAMSTM, AWMASM, CMFCTM, CRPCTM Private Wealth Advisor | Associate Vice President The Silver Tsunami is coming. Over30 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 Please plan to join the Microsoft Teams Webinar event to register and view the presentation.Registration Link For more information: call us at 949.798.5551 or email us at mei.thoe@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 by Ameriprise 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. T. Rowe Price 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Kris De La Pena, CFP, AAMSTM, AWMASM, CMFCTM, CRPCTM Private Wealth Advisor | Associate Vice President 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 Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link For more information: call us at 949.798.5551 or email us at mei.thoe@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, 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, NC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 10:00 AM - 10:45 AM PST Join this event online Presented By: Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist with Blackrock - Blackrock Hosted By: Kris De La Pena, CFP®, AAMSTM, AWMASM, CMFCTM, CRPCTM Private Wealth Advisor | Associate Vice President 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 Please plan to join the Microsoft Teams Webinar event to register and view the presentation.Registration Link HERE 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 by Ameriprise 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. Blackrock 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. 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: Thursday, July 17, 2025 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Jason Keller, CFP® , Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. 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 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register 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 by Ameriprise 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.
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Leda Zukowski , Director of Practice Management in the Advisor Advancement Institute - New York Life Investments. Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation • Understandingyour money emotions • Accepting thepast • Learning thelanguage of money • Making a plan • Planning for "setbacks” Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register 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 by Ameriprise 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. Thisis an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and representatives are not affiliated with Ameriprise Financial.
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Ryan Sullivan , Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory 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 Click Here to Register 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 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 Ameriprise Financial, Inc. All rights reserved. 7849439ACMR0425
Quarterly Market Update Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your 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 fluctuation in value . Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 7849439ACMR0425