Upcoming events

2024 SEMINAR SERIES: Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Seminar1!

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Brian Briggs, Managing Director, Applied Insights - Hartford Funds

Marblestone Wealth™, A private wealth advisory practice of Ameriprise Financial Services, LLC

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’s age

· The importance of brain health

· How to age-proof your brain

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 686 0124

For more information: call us at 802.654.8800 or email us at necia.gorton@ampf.com

This is an informational seminar. There is no cost orobligation.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Hartford Funds and its representative are notaffiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

Past events

2023 SEMINAR SERIES: Things I Learned - A Caregiver's Journey

CST

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Liz Flint, Business Development Consultant - MFS

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2483 037 2554#

Password: Seminar1!

This is an informational seminar. There is no cost orobligation.

MFS and their 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.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5710669ACMR0623

2023 SEMINAR SERIES: Identity Theft - Protecting Your Data and Dollars

CDT

Seminar1!

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Carrie Caruthers, Senior Anti-Money Laundering Officer and Risk & Fraud Controls Manager - American Century Investments

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

Children

o Kids can be targets of identity theft too

o The warning signs

Parents and elderly

o Often targets of scams

o The warning signs

What to do if you become a victim

o Acting fast by completing some important steps

Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items

Please call: 1-844-621-3956

Meeting Number (Access Code): 2499 226 2864#

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5600593ACMR0423

2023 SEMINAR SERIES: Keeping More of What you Earn

CDT

Seminar1!

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Tom Antonovich and Tim Nichols, Senior Advisor Consultants - Franklin Templeton

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address:

· Municipal (muni)bonds

· Why you may consider investing in a tax-free income fund

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

This is an informational seminar. There is no cost or obligation.

Franklin Templeton and its 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.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

Income from tax-exempt municipal bonds or municipal bond funds may be subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

2023 SEMINAR SERIES: Computer Threats

CDT

Seminar1!

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James Morrison, National Cyber Security Specialist with Intelisys - partnered with Fidelity Investments

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

When it comes to cyber security, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cybercrime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cyber security.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2494 325 9118#

This is an informational seminar. There is no cost or obligation.

Fidelity is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5600593ACMR0423

2023 SEMINAR SERIES: Navigating Volatility - Compelling Wealth Management Conversations

CDT

Seminar1!

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Talley Leger, Senior Equity Strategist - Invesco

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an economic update with Talley Leger, Senior Equity Strategist for the Global Thought Leadership team at Invesco. Join this Webex to learn more about:

  • What has the greatest impact on investment results?
  • Is the market really like a casino?
  • Bear markets are always scary but don’t have to be devastating

Please call: 1-844-621-3956

Meeting Number (Access Code): 2480 710 6615#

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR01223