Upcoming events

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.

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

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.

Past events

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.

7849439ACMR0425

College Ready! Right Career, Right College, Right Price

EDT

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John Decker - College Assistance Plus

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

Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income.

This is an informational seminar. There is no cost or obligation. College Assistance Plus and their representatives are not affiliated with Ameriprise Financial.

Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

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.

7754527ACMR0325

Social Security: Options to help you maximize your benefits

EDT

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Elaine Simmons , Partner - Fidelity Investments

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

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

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.

Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

7587608ACMR0225

When Your Health and Money Intersect

EST

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Mike Graci, Senior Financial Wellness Consultant - Blackrock

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

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

Join us to discuss:

• Key discussions and decisions

• How a little preparation goes a long way

• How your financial professional can help

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.

Blackrock and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

7454543ACMR1224