Future Scholar 529 College Savings Plan: Education Planning and Funding Date: Wednesday, September 16, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Chris Stack, Managing Consultant - Columbia Threadneedle Investments Hosted By: Shoreline Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC To reserve a spot: call us at 781.254.8680 or email us at ShorelinePrivateWealthManagement@ampf.com RSVP Online Event registration Future Scholar 529 College Savings Plan: Education Planning and Funding Date: Wednesday, September 16, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Pleaseconsider the investment objectives, risks, charges and expenses associated with529 plan investments before investing. Contact your financial advisor or visitcolumbiathreadneedleus.com for a program brochure, which contains this andother important information about the plan. Read it carefully before investing.You should also consider, before investing, whether the investor’s ordesignated beneficiary’s home state offers any state tax or other benefits suchas financial aid, scholarship funds and protection from creditors that are onlyavailable for investments in such state’s qualified tuition program. Thisis an informational seminar. There is no cost or obligation. AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation. Columbia Threadneedle Investments is a sponsor ofthis event and is an affiliate of Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rightsreserved.
Technology: AI Hype of Opportunity Date: Wednesday, June 17, 2026 Time: 12:30 PM - 1:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Patrick Clunan, Sr. Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Shoreline Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. 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. Disclosures With Formatting