Past events

2024 SEMINAR SERIES: Major Changes to College Search in 2024

CDT

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Cozy Wittman, Education and Partnerships - College Inside Track

Skipping Stone 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

· Substantialchanges to the FAFSA and financial aid may make college more expensive

Join us 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.

Click Here to Register

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 byAmeriprise Financial Services, LLC. Member FINRA and SIPC

© 2024 Ameriprise Financial, Inc. All rights reserved.6663310ACMR0624

2024 SEMINAR SERIES: Growing LGBTQ Wealth

CDT

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

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

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

Dial-in by phone: 612-351-0276

Phone conference ID: 403 652 869#

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Understanding Medicare A to D

CDT

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Jeff Nymark, Senior VP - First Eagle

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

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Dial-in by phone: 612-351-0276

Phone Conference ID: 290 045 231#

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Big Questions for a Better Retirement

CDT

Seminar1!

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Eric Magyar, Defined Contribution Specialist - Janus Handerson Investors

Skipping Stone 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.

Please call: 1-844-621-395 6

Meeting Number (Access Code): 2486 341 7559

Password: Seminar1!

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Spring Clean Your Finances

CDT

Seminar1!

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Janet Koh, Director, Advisor Advancement Institute - New York Life

Skipping Stone 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.)

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 4977291

Password: Seminar1!

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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D