2026 Year End Tax Saving Strategies Date: Tuesday, August 18, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Andrew Hanna, Private Wealth Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors As the end of the year approaches, now is the time to review opportunities that may help reduce your tax burden and keep your financial plan on track. Join us for a timely discussion on tax-saving strategies to consider before year-end. Whether you're looking to make the most of your current financial situation or simply stay informed, this session will provide valuable insights to help you finish 2026 strong. To reserve a spot: call us at 404.995.8670 or email us at Ironoakswealthadvisors@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial 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 risksincluding possible loss of principal and fluctuation in value. Investment advisory products and services are made available through AmeripriseFinancial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.9028872ACMR0726
Gentleman's Club Golf Social Date: Thursday, September 24, 2026 Time: 4:00 PM - 7:00 PM EDT Location: Intown Golf Club, 3050 Peachtree Rd, #150, Atlanta, GA 30305 Hosted By: Iron Oaks Wealth Advisors We are pleased to invite you to our Gentleman's Club Golf Social at Intown Golf Club in Buckhead. Join us for an evening featuring state-of-the-art golf simulators, great food and drinks, and the opportunity to connect with fellow guests and the Iron Oaks team in a relaxed and enjoyable setting. To reserve a spot: call us at 404.995.8670 or email us at ironoakswealthadvisors@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar There is no cost or obligation to attend. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 9055982ACMR0826
2026 Medicare Quick Reference Date: Tuesday, May 19, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Rob Kron, CFP®, Advisor Education Consultant - Nuveen, A TIAA Company Hosted By: Iron Oaks Wealth Advisors Are you approaching Medicare eligibility or helping a loved one navigate their options? Join us for an informative session that breaks down the essentials of Medicare. Don't miss this opportunity to get insights and answers to your pressing questions. Nuveen and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and 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 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. 8398771ACMR0925
Financial foundation: A guide to managing your money Date: Wednesday, March 4, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: John-Peter (JP) Curcio, Financial Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. 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.
Market and Economic Update Date: Tuesday, February 17, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Andrew Hanna, CFP®, Private Wealth Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.
Client Appreciation Holiday Luncheon Date: Saturday, December 13, 2025 Time: 11:30 AM - 2:30 PM EST Location: Message in the Bottle, 5515 Chamblee Dunwoody Road, #420, Dunwoody, GA 30388 Hosted By: Iron Oaks Wealth Advisors We deeply value your trust and support this year. To show our appreciation, we invite you to join our holiday celebration. Bring along your loved ones and join us for a joyful time! There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ® 2024 Ameriprise Financial Services, Inc. All rights reserved. 7268885ACMR115
2025 Medicare Quick Reference Date: Friday, October 17, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Rob Kron, CFP®, Advisor Education Consultant - Nuveen, A TIAA Company Hosted By: Iron Oaks Wealth Advisors Are you approaching Medicare eligibility or helping a loved one navigate their options? Join us for an informative session that breaks down the essentials of Medicare. Don't miss this opportunity to get insights and answers to your pressing questions! This is an informational seminar. There is no cost or obligation. Nuveen and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Investment products are not insured by the FDIC, NCUA or 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. 8398771ACMR0925