Events

SEMINAR SERIES - Understanding the 2017 Tax Act

Abram Claude, Vice President - Columbia Threadneedle

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

The Tax Act of 2017 contains significant tax treatment changes for businesses and investors. Get an overview of how the changes affect you and your clients, and examine the most striking effects on C corporations, pass-through business structures and individuals.

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 952.486.4201 or email us at deborah.l.weliver@ampf.com

Steve Klein, Region Vice President, Columbia Threadneedle

There is no cost or obligation to attend

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

This seminar is sponsored by Columbia Management Investment Advisors, LLC. This is an informational seminar. There is no cost or obligation.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus,which contains this and other important information about the funds, visit columbiathreadneedle.com/us.Read the prospectus carefully before investing.

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 - 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.

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

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.

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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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to Calendar

Past Events

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.