Events

SEMINAR SERIES - Investing Matters

John McCauley, National Sales Manager - Victory Capital

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas: the new investor mindset, how to step forward in an evolving environment, and re-evaluating your risk tolerance and getting back in the market.

This educational opportunity is a conference call and webex presentation. Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

Gary Goska, Victory Capital

There is no cost or obligation to attend.

Victory Capital and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

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SEMINAR SERIES: Essential Ingredients for Long-Term Investing

Lindsay Ardis, Regional Manager - Lord Abbett

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for Essential Ingredients for long term investing: The recipe for a Diversified Portfolio

During this complimentary seminar you’ll learn about: Essential ingredients for long-term investing; International stocks: a world of opportunity; Bonds: Income and Balance; and Diversification: a strategy for all seasons.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

Lindsay Ardis, Lord Abbett

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

Lord Abbett & Co. and its representatives are not affiliated with Ameriprise Financial.

Investment products, are not federally or FDIC-insured, 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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.
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SEMINAR SERIES: Raising financially aware kids

Diane Gallagher, V.P., Director of Practice Management - American Century

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for Raising financially aware kids: Understanding the value of a dollar from toddler to teen

Monday, May 20, 2019 11am – 12pm CST

The presentation will focus on: Values and Money, Learning to earn, Saving and Investing, Budgeting and Borrowing and Giving Back

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

Terry Huddle, American Century

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

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.
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SEMINAR SERIES: Behavioral Finance in Today's Market

Mark Peterson, Director of Investment Strategy and Education - Blackrock

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for Behavioral Finance in Today's Market.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate aplug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

Paula Doroff, BlackRock

This is an informational seminar. There is no cost or obligation. BlackRock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial,Inc. All rights reserved.
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to Calendar

Past Events

SEMINAR SERIES - Planning for Healthcare in Retirement

Kevin Furtado, Regional Sales Consultant - Fidelity Investment

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary seminar, you will gain insight into healthcare costs, look into Medicare – what it covers and what it costs, and outline a 4-Step process for creating a healthcare plan.

This educational opportunity is a conference call and webex presentation. Please call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office.

Webex may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Bill Rothschild, Fidelity

There is no cost or obligation to attend.

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. All rights reserved.

2018 Seminar Series - Retirement Insights, Guide to Retirement

Katherine Roy, Managing Director, Chief Retirement Strategist and Head of Individual Retirement - JP Morgan

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Service, Inc.

You are invited to a special conference call and online webex seminar event, Retirement Insights - Guide to Retirement

Monday, November 26, 2018, 11 am– 12 pm Central Time

The presentation will discuss:

Creating the plan you need for the retirement you want, planning for a long life, making an informed decision about Social Security, knowing what to expect with health care costs, using time to your advantage, minimizing your taxes to maximize your retirement, and not spending too much or investing too conservatively

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

To listen, please join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex Event

by clicking this live link: Click this link to join the online meeting.

Meeting number: 595 952 644 Passcode: Welcome2

Tom Parnell, JP Morgan

J.P. Morgan and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

©2018 Ameriprise Financial, Inc. All rights reserved.