Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski, Director, Advisor Advancement Institute with New York Life - New York Life Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed. Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward. During this session, we will: Highlight why financial organization is the foundation of financial wellness Share practical ways to organize key documents and accounts Walk through how to plan intentionally for the year ahead Discuss how to set meaningful, realistic financial goals Provide simple habits to help you stay on track over time For more information: email us at kristen.hebert@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 obligati Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments and their representative are not affiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. 8863881ACMR0426
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: SecureBridge Wealth Advisors, 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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225