Upcoming events

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

CDT

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Damian McIntyre, CFA, FRM, CAIA, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & VP - Federated Hermes

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

For more information: call us at 302.995.7526 or email us at ameera.meade@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 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.

College Planning Essentials

CDT

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Matt Moslander, CIMA® , Executive Director, Client Advisor - J.P. Morgan Asset Management

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

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

CDT

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Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments

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

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.

Past events

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

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

EDT

Point to Point Wealth Planning, 200 Continental Dr., Ste 200, Newark, DE 19713

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.

Love and Money: Couples Vision Board Party

EST

Point to Point Wealth Planning, 200 Continental Dr., Ste 200, Newark, DE 19713

Nicole E. Brown, APMA™, CRPC™ - Financial Advisor

Finances are one of the most important conversations in a relationship—and often one of the easiest to avoid. If you and your partner have ever said, “We should really get on the same page,” this evening is for you.

Start the year feeling connected and confident. Join us for a fun, interactive workshop designed for couples who want to align their goals and create a vision for the life they want together.

What to Expect:

• All vision board supplies provided

• Delicious small bites and refreshments

• A relaxed Q&A with Nicole

• Time to connect with other couples in a welcoming setting

You’ll Leave With:

· A bespoke framework for your goals and dreams

· Curated next steps to make this year feel intentional and rewarding

· An enhanced sense of what matters most to you as a couple

· A beautiful vision board that keeps you inspired at home

Bring a couple with you! Know another couple who would love to kick off the year with clarity and confidence? Invite them to join you for this motivating evening.

Space is limited to 12 couples for an intimate experience—reserve your spot today!

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

AI: The Opportunity is Anything but Artificial

CST

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Presented by Brian Dunlap, CIMA®, CBDA® - Director & Lead Product Strategist with Blackrock

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

• Understand what artificial intelligence is and why it has gained momentum
• Explore real-world applications of AI across industries
• Gain perspective on where AI may be headed and key considerations moving forward

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.

Blackrock 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.