Upcoming events

The Hidden Costs of Aging

CST

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Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

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

For more information: email us at momentuswealthmanagement@ampf.com

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.

The Power of Social Security: 3 Things You Need to Know

CDT

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Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price

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

For more information: email us at momentuswealthmanagement@ampf.com

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 Facts of Funeral Pre-Planning – Final Wishes

CDT

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Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens

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

For more information: email us at momentuswealthmanagement@ampf.com

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.

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