Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director - Advisor Advancement Institute with New York Life Hosted By: MomentUs Wealth Management Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed. Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward. During this session, we will: Highlight why financial organization is the foundation of financial wellness Share practical ways to organize key documents and accounts Walk through how to plan intentionally for the year ahead Discuss how to set meaningful, realistic financial goals Provide simple habits to help you stay on track over time For more information: call us at 817.580.7000 or email us at momentuswealthmanagement@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. New York Life Investments and their 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.
MomentUs Wealth Management Shred Day Date: Saturday, April 25, 2026 Time: 9:00 AM - 11:00 AM CDT Location: MomentUs Wealth Management, 1608 Airport Freeway, Bedford, TX 76022 Hosted By: MomentUs Wealth Management 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. Refreshments will be provided. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: MomentUs Wealth Management During this webinar, we will: · Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones · Explore common reasons why so many families plan in advance · Review pre-planning versus pre-funding · Discuss pros and cons of a funeral policy 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 Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: MomentUs Wealth Management The Silver Tsunami is coming. Over 30 million baby boomers - the final and largest cohort - will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security - will provide valuable insights to: ▪Debunk common misconceptions about Social Security ▪Drill down on benefits ▪Provide actionable next steps for thoughtful retirement income strategies This is an informational seminar. There is no cost or obligation. T. Rowe Price and their representatives 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. ©2025 Ameriprise Financial, Inc. All rights reserved.
The Hidden Costs of Aging Date: Thursday, February 19, 2026 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy Hosted By: MomentUs Wealth Management The important conversations you need to have about care and housing expenses As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning. This educational session is designed to help participants: • Understand key aging trends and longevity considerations• Explore common care and housing options as we age• Identify considerations to help formulate a thoughtful plan This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives 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.
Pictures with Santa Date: Saturday, December 6, 2025 Time: 9:00 AM - 11:00 AM CST Location: MomentUs Wealth Management, 1608 Airport Freeway, Bedford, TX 76022 Hosted By: MomentUs Wealth Management Join us for Pictures with Santa featuring a Polar Express Adventure.