Major Changes to College Search in 2024 Date: Thursday, July 18, 2024 Time: 12:00 AM - 12:45 AM CDT Join this event online Presented By: Cozy Wittman, Education and Partnerships, College Inside Track Hosted By: Mark Woody, Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC This past year has resulted in some of the most significant changes to the college planning process in decades. Admission trends have changed around how colleges admit students. Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests. The number of schools on the “more selective” list continues to grow. Substantial changes to the FAFSA and financial aid may make college more expensive. Join Jambalaya Group as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss. This is an informational seminar. There is no cost or obligation. College Inside Track and its representative 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 ©2024 Ameriprise Financial, Inc. All rights reserved. 6663310ACMR0624
Join us for a shredding event Date: Friday, June 7, 2024 Time: 11:00 AM - 1:00 PM CDT Location: Kindred Wealth, 581 Merchant Drive, Norman, OK 73069 Presented By: Mark Woody, CFP®, CLU®, ChFC®, APMA™, CASL® & Adam Carson, CFP®, APMA™ Hosted By: Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.
Big Questions for a Better Retirement Date: Thursday, April 18, 2024 Time: 12:00 PM - 12:45 PM CDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Eric Magyar, Defined Contribution Specialist, Janus Henderson Hosted By: Mark Woody, Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.
Spring Clean your Finances Date: Thursday, March 21, 2024 Time: 12:00 PM - 12:45 PM CDT ONLINE EVENT PASSCODE: 2486 497 7291 Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute, New York Life Hosted By: Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: Organizing different forms/statements Budgeting, cash management tools Retirement (contributions, asset allocation, education, etc.) 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. AmeripriseFinancial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues. New York LifeInvestments/MainStay and its representative are not affiliated with AmeripriseFinancial, Inc. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123
AI Revolution Date: Thursday, February 15, 2024 Time: 12:00 PM - 12:45 PM CST ONLINE EVENT PASSCODE: 2497 896 8391 Join this event online Presented By: Linda Duessel, Senior VP, Senior Equity Strategist, Federated Hermes Hosted By: Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary! 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. Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123