Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, June 11, 2025 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Peter Sanoulis, CRPC™, Managing Director and Financial Advisor - Pro Standard Private Wealth, A financial advisory practice of Ameriprise Financial Services, LLC Hosted By: Pro Standard Private Wealth, A financial advisory practice of Ameriprise Financial Services, LLC Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Estate Planning and the Sunsetting of the Tax Cuts and Jobs Act Date: Thursday, May 8, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Patricia Sotirakis, Esq. - Coritsidis Sotirakis & Saketos, PLLC Hosted By: Pro Standard Private Wealth A Financial advisory practice of Ameriprise Financial Services, LLC One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. Join us for a virtual session on Microsoft TeamsRSVP by Tuesday, May 6th to receive your access credentials for this virtual event. You can visit our website Financial seminars and events - Pro Standard Private Wealth , or This is an informational seminar. There is no cost or obligation. Coritsidis, Sotirakis & Saketos, PLLC and its representatives are not affiliate with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7859232ACMR0425
Estate Planning and the Sunsetting of the Tax Cuts and Jobs Act Date: Wednesday, May 7, 2025 Time: 4:00 PM - 5:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Patricia Sotirakis, Esq. - Coritsidis Sotirakis & Saketos, PLLC Hosted By: Pro Standard Private Wealth A Financial advisory practice of Ameriprise Financial Services, LLC One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. Join us for a virtual session on Microsoft Teams RSVP by Tuesday, May 6th to receive your access credentials for this virtual event. You can visit our website Financial seminars and events - Pro Standard Private Wealth , or This is an informational seminar. There is no cost or obligation. Coritsidis, Sotirakis & Saketos, PLLC and its representatives are not affiliate with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7859232ACMR0425
Preparing for taxes in retirement Date: Wednesday, February 12, 2025 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Peter J Cocolaras, Managing Director and Financial Advisor, Peter Sanoulis, CRPC™, Managing Director and Financial Advisor - Pro Standard Private Wealth Hosted By: Pro Standard Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Capital Markets Outlook and Opportunities Q4 2024 Date: Thursday, January 23, 2025 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Seth Buks, Head of Advisor Consulting and Devlopment - Columbia Threadneedle Hosted By: Pro Standard Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC This is an informational seminar. There is no cost or obligation.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.© 2024 Ameriprise Financial, Inc. All rights reserved.