Upcoming events

Simple Safeguards: How to Stay Safe from Identity Theft and Cybercrime

CDT

Oakbrook Terrace Tower - Main Floor Conference Center, 1 Tower Lane, Oakbrook Terrace, IL 60181

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Jeff Lanza, Retired FBI Special Agent - The Lanza Group

Landmark Wealth Group

PIMCO

Join us for a special cybersecurity awareness event featuring Jeff Lanza, retired FBI Special Agent and nationally recognized speaker on cybercrime prevention. In this engaging and practical session, Jeff will reveal the most common tactics used by identity thieves and cybercriminals—and the simple steps you can take to stay safe. Attendees will learn how to protect their personal information, recognize and avoid modern scams, and secure their devices against evolving digital threats. Whether you join us virtually or at our in‑person viewing party, you’ll leave with actionable strategies to safeguard yourself and your family in today’s online world.

To reserve a spot: call us at 708.323.2401 or email us at adam.quinones@ampf.com
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This is an informational seminar. There is no cost or obligation to attend. Sponsored by PIMCO Investments. Neither PIMCO nor The Lanza Group is affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.

Past events

The Next Generation of Wealth Transfer w/ James Bergeron of Nuveen

CDT

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James Bergeron, Managing Director of Advisor Education - Nuveen

Landmark Wealth Group

Landmark Wealth Group invites you to an insightful presentation, The Next Generation of Wealth Transfer, led by James Bergeron, Managing Director of Advisor Education at Nuveen.

This complimentary session will explore practical strategies for preparing your heirs, organizing your legacy, and ensuring that your wealth—and your wishes—are passed on with clarity and confidence. Join us to learn how to create a roadmap that protects what matters most for the people who matter most.

This is an informational seminar. There is no cost or obligation. Nuveen and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA orany federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.

How new tax law changes may impact you

CST

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Alex Van Steenhuyse, Financial Advisor - Ameriprise Financial

Landmark Wealth Group, a private 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.

Medicare: Understanding Your Options

CDT

Oakbrook Tower - Main Floor Conference Room, 1 Tower Lane, Oakbrook Terrace, IL 60181

You must RSVP to receive access credentials for this event or seminar.

Eric Wilson, Founder - I Sell Health, Inc.

Landmark Wealth Group

Join us for an informative and engaging Medicare event hosted by our team, featuring guest speaker Eric Wilson from I Sell Health, Inc.. Eric will walk us through the essentials of Medicare—breaking down the basics and sharing valuable tips to help you navigate the system with confidence. Whether you're new to Medicare or looking to refresh your understanding, this session is designed to empower you with the knowledge you need to make informed decisions.

Don't miss this opportunity to learn from an experienced industry professional and get your questions answered!

Pickleball with Greg

CDT

Oak Brook Park District Outdoor Pickleball Courts, 1500 Forest Gate Road, Oak Brook, IL 60523

Landmark Wealth Group

Summer is here, so let's get outside and enjoy the weather! Join Greg and members of the Landmark Wealth Group Team for an afternoon of friendly pickleball, sunshine, and great company. Whether you're a seasoned player or brand new to the game, we're excited to have you come by and show off your best serve. Feel free to bring a guest - we'd love to see familiar and new faces on the courts! Space is limited so please make sure to RSVP to reserve a spot.