Upcoming events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

EDT

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Emily Mills, CSRIC™ , Wealth Strategy Specialist - Eaton Vance

Six Point Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

A practical look at charitable planning options for individuals and families. We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

For more information: call us at 860.426.9950 Ext. 116 or email us at sixpointwealthadvisors@ampf.com

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

Eaton Vance and their representatives are not affiliated with Ameriprise Financial.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing.

This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial 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.

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Past events

Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey

EDT

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Brooke Baker, CEPA – Practice Management Specialist - John Hancock Investments

Six Point Wealth Advisors

This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

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

John Hancock and their representatives are not affiliated with 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.

Tax Planning Strategies for the Current Landscape

EDT

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Jason Keller, Senior Wealth Planning Specialist - Franklin Templeton Academy

Six Point Wealth Advisors

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

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.

This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated 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

Mastering your money mindset

EDT

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Leda Zukowski , – Director of Practice Management in the Advisor Advancement Institute - New York Life Investements

Six Point Wealth Advisors

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

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.

Sponsored by: New York Life. These sponsors and representatives are not affiliated with 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.

5 Ways Technology Will Change How You Age

EDT

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Ryan Sullivan , Vice President & Managing Director Applied Insights - Hartford Funds

Six Point Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC

Discover how tech and AI are revolutionizing aging!

With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age.

See the vast universe and scope of tech and AI for everyday tasks

Understand how these apps and devices can enhance your quality of life

Learn how to try out some of these technology innovations

This is an informationalseminar. There is no cost or obligation.

Hartford Funds, MIT AgeLab, and associated representatives are not affiliated with 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. 7849439ACMR0425

Quarterly Market Update Finding Clarity in Changing Markets

EDT

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Anu Gaggar, Vice President - Fidelity Investments

Six Point Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes.

Thisis an informational seminar. There is no cost or obligation. Sponsored byFidelity. Fidelity and their representatives are not affiliated with AmeripriseFinancial.

AmeripriseFinancial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues.

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.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

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