College Planning Essentials Date: Thursday, August 20, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Matt Moslander, CIMA® , Executive Director, Client Advisor - J.P. Morgan Asset Management Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. For more information: call us at 302.995.7526 or email us at ameera.meade@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. JPMorgan 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. © 2026Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare from A to D Date: Thursday, September 17, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process. Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy. The goal of the seminar is to help: • Introduce the program, its coverage and its costs • Go over the enrollment process, and where and how to start • Share how to coordinate Medicare benefits with other forms of insurance • Discuss the resources available to help individuals For more information: call us at 302.995.7526 or email us at ameera.meade@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions 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.
We Built This City – Breaking Ground on AI & Policy Promises in 2026 Date: Thursday, July 16, 2026 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Damian McIntyre, CFA, FRM, CAIA, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & VP - Federated Hermes Hosted By: Point to Point Wealth Planning, 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 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.
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: Point to Point Wealth Planning, 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 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. 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.
Pre Pi Day Party & Open House Date: Friday, March 13, 2026 Time: 12:00 PM - 2:30 PM EDT Location: Point to Point Wealth Planning, 200 Continental Dr., Ste 200, Newark, DE 19713 Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Celebrate National Pi Day early with us! Stop by to connect with the team, check out our new space, and indulge in sweet and savory pies. Point To Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. The Compass is a trademark of Ameriprise Financial, Inc.