Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kelsea Sullivan, CIMA – Regional Director - Fidelity Investments Hosted By: Morgan Wealth Advisory Group - A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence. This session will explore real-life scenarios and provide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters:Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions. What you'll gain:Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between. For more information: call us at 410.418.9800 or email us at morganwealthag@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. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.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.
Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Emily Mills, CSRIC™, Wealth Strategy Specialist - Eaton Vance Hosted By: Morgan Wealth Advisory Group - A private wealth advisory practice of Ameriprise Financial Services, LLC A practical look at charitable planning options for individuals and families. We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals. Managing tax benefits while supporting the causes that matter most to you Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities Tax-related considerations when donating appreciated assets such as stock or real estate How charitable giving can align with your long-term planning objectives For more information: call us at 410.418.9800 or email us at morganwealthag@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Eaton Vance and theirrepresentatives are not affiliated with Ameriprise Financial. Investors shouldconsider the investment objectives, risks, charges and expenses of a mutualfund carefully before investing. The offering circular or prospectus containsthis and other important information about the funds and should be readcarefully before investing. This information is being provided only as ageneral source of information and is not a solicitation to buy or sell anysecurities, accounts or strategies mentioned. The information is not intendedto be used as the primary basis for investment decisions, nor should it beconstrued as a recommendation or advice designed to meet the particular needsof an individual investor. Please consult with your financial advisor regardingyour specific financial situation.