Mastering your money mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute at New York Life Investments. Hosted By: Lohff and Nelson, 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” For more information: call us at 301.934.9219 or email us at David.C.Lohff@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, youagree to your personal data including, but not limited to, your name, companyname, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be foundin our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal 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. Investment products are notinsured 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.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP®, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Lohff and Nelson, 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. For more information: call us at 301.934.9219 or email us at David.C.Lohff@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, youagree to your personal data including, but not limited to, your name, companyname, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be foundin our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event. Thisis an informational seminar. There is no cost or obligation. This event is sponsored by:Franklin Templeton. These sponsors and representatives are not affiliated withAmeriprise 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 notinsured 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.
College Ready! Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: John Decker, College Assistance Plus Hosted By: Lohff and Nelson, A private wealth advisory practice of Ameriprise Financial Services, LLC College Ready! Right Career, Right College, Right Price Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. This is an informational seminar. There is no cost orobligation. College Assistance Plus and their representatives are notaffiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regardingspecific tax issues. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value . Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 AmeripriseFinancial, Inc. All rights reserved.
Washington Update Date: Thursday, November 21, 2024 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs, Fidelity Investments Hosted By: Lohff and Nelson, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues. Fidelity Investments and their representatives are notaffiliated to Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6717790ACMR0724
People Care About Elections. Markets Don't. Date: Thursday, October 17, 2024 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Brian Levitt, Global Market Strategist, Invesco Hosted By: Lohff and Nelson, A private wealth advisory practice of Ameriprise Financial Services, LLC Learn why Presidents have historically had less impact on markets than people tend to believe. Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t. This is an informational seminar. There is no cost orobligation. Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues. Invesco and their representatives are not affiliatedwith Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Terry Huddle, Senior Regional Advisor Consultant, Columbia Threadneedle Hosted By: Lohff and Nelson Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. This is an informational seminar. There is no cost orobligation. Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues. Columbia Threadneedle and their representatives areaffiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
The Home Stretch: Seven Things To Do in the Decade Before You Retire Date: Thursday, August 15, 2024 Time: 12:00 PM - 4:45 PM CDT Join this event online Presented By: Tim Nichols, VP-Senior Advisor Consultant of Franklin Templeton Hosted By: Lohff and Nelson, A private wealth advisory practice of Ameriprise Financial Services, LLC Asyou approach the home stretch on your way to retirement, you want to make sureyou don’t stumble and fall. During this complimentary presentation we’lldiscuss · Seven important things you should dobefore retirement · How to identify potential hurdles · Strategies you can use to help successfully cross the finish line 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. This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives are nonaffiliated with Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724