Past events

We Built This City – Breaking Ground on AI & Policy Promises in 2026

EDT

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Damian McIntyre, CFA, FRM, CAIA, Head of MultiAsset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & Vice Pres - Federated Hermes

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026.

During this session, we will discuss:
• Economic and market trends impacting investors in 2026
• The evolving role of artificial intelligence and infrastructure investment
• Interest rates, inflation, and consumer spending trends
• Potential opportunities and risks across the market landscape
• Perspectives on asset allocation and areas of market focus

Registration Link Here

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.

Federated Hermes 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

Laura M. Kellmann, CFP®, APMA® Private Wealth Advisor | Certified Financial Planner TM practitioner
CA License # 0J09028
Nelson, Kellmann & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisory Practice

Washington Update – Politics and Policy

EDT

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Scott Orr, CFA , Senior Vice President, Head of Regional Public Affairs - Fidelity Investments

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

As the 119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update.

Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026.

Registration Link Here

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

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

Fidelity Investments 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

How to Maximize Social Security Benefits

EDT

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Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated

Ameriprise Financial Services, LLC

"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

Registration Link Ameriprise Virtual Client Event

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

HOSTED BY: Nelson, Kellmann, & Associates, Ameriprise Financial Services, LLC

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

Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial.

Always consult a Medicare agent regarding your specificMedicare questions and decisions and a Social Security agent regarding yourspecific Social Security decisions.

Ameriprise Financial, Inc. 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.

Laura M. Kellmann, CFP®, APMA

Private Wealth Advisor | Certified Financial Planner TM practitioner
CA License # 0J09028
Nelson, Kellmann & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisory Practice

The Facts of Funeral Pre-Planning – Final Wishes

EDT

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

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

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

EDT

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

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link