Past events

Plan for the future. How an estate plan helps put you in control.

  • Greg Mullaney, Colleen Abate, Jeff Burnett, Sarah Huelsman, Ameriprise Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

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.

College resources: Paying for college

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate - Financial Advisor - Ameriprise Financial Services, Ameriprise Financial Advisor - Ameriprise Financial Advisor
  • Somnio Capital Solutions

During this complimentary session you'll learn more about

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation

Navigating your job transition

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

Being out of work can be very challenging, both financially and emotionally. Today's session will cover some important things to consider as you navigate through this transition period, including:

  • How to meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts
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.

Planning for the future: An approach for the whole family

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones

Plan for the Future. Maximizing Your Social Security Benefits.

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

Will Social Security provide the retirement income you need for life? This complimentary seminar will explain:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.