Washington Update – Politics and Policy Date: Thursday, June 18, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Scott Orr, CFA, Senior Vice President, Head of Regional Public Affairs - Fidelity Investments Hosted By: Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC As the 119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update. Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue. Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026. Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link HERE For more information: email us at steppingstonewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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: https://www.ameriprise.com/privacy-security-fraud. 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. Fidelity Investments and their representatives are notaffiliated with Ameriprise Financial, Inc. 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. © 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526
We Built This City – Breaking Ground on AI & Policy Promises in 2026 Date: Thursday, July 16, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Damian McIntyre, CFA, FRM, CAIA, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & VP - Federated Hermes Hosted By: Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026. During this session, we will discuss: Economic and market trends impacting investors in 2026 The evolving role of artificial intelligence and infrastructure investment Interest rates, inflation, and consumer spending trends Potential opportunities and risks across the market landscape Perspectives on asset allocation and areas of market focus Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link HERE For more information: email us at steppingstonewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Federated Hermes and their representatives are not affiliated with Ameriprise Financial, Inc. 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. ©2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526
College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Matt Moslander, CIMA®, Executive Director, Client Advisor - J.P. Morgan Asset Management Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link HERE For more information: email us at steppingstonewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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: https://www.ameriprise.com/privacy-security-fraud. 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. JPMorgan and their representatives are not affiliated with Ameriprise Financial, Inc. 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. © 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0426
Understanding Medicare from A to D Date: Thursday, September 17, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jeff Nymark, CIMA, Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process. Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicarefrom A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy. The goal of the seminar is to help: Introduce the program, its coverage and its costs Go over the enrollment process, and where and how to start Share how to coordinate Medicare benefits with other forms of insurance Discuss the resources available to help individuals Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link HERE For more information: email us at steppingstonewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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: https://www.ameriprise.com/privacy-security-fraud. 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. First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions 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. © 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0426
Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski, Director, Advisor Advancement Institute - New York Life Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed. Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward. During this session, we will: Highlight why financial organization is the foundation of financial wellness Share practical ways to organize key documents and accounts Walk through how to plan intentionally for the year ahead Discuss how to set meaningful, realistic financial goals Provide simple habits to help you stay on track over time Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link HERE 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. New York Life Investments and their representative are not affiliated with Ameriprise Financial, Inc. 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.
Volunteering at Auerfarm Date: Tuesday, May 19, 2026 Time: 9:00 AM - 1:00 PM EDT Location: Auerfarm, 158 Auer Farm Rd, Bloomfield, CT 06002 Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to join us in supporting our local community by volunteering with us at Auerfarm, a 120-acre non-profit educational farm. We'll be helping around the farm and having fun! There is no cost or obligation for this event. 8898182ACMR0526
Shred Day & Food Drive Date: Tuesday, April 21, 2026 Time: 10:00 AM - 1:00 PM EDT Location: Stepping Stone Wealth, 8 Lowell Rd, West Hartford, CT 06119 Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Unwanted papers cluttering up your filing cabinet? You’re invited to bring your documents to our onsite shredding event. Food and drinks provided. Consider bringing a canned food item(s) for our food drive to benefit the West Hartford Food Pantry! The Food Pantry's most needed items:*Non-perishable items only Canned fruit/applesauce Pasta and sauce Cold cereal and oatmeal Canned chicken, tuna, and meat Rice – 1-2 lb. packages Peanut butter, 16-18 oz. jars. Soup Macaroni and cheese Canned ravioli, chili and baked beans Rice and pasta mixes Cooking oil Juice Snacks- cookies, granola bars, cake and brownie mixes, pudding cups, etc. Toothpaste, toilet paper, soap, feminine hygiene products There is no cost or obligation for this event.We are not able to accept cash or check donations at this event.Securities offered by Ameriprise Financial, LLC.Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc.All rights reserved.7935219ACMR0525
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, we will: Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones Explore common reasons why so many families plan in advance Review pre-planning versus pre-funding Discuss pros and cons of a funeral policy Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration Link 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. Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Stuart Ritter, CFP® , Vice President - Insights Director - T. Rowe Price Hosted By: Stepping Stone Wealth, a private wealth advisory of Ameriprise Financial Services, LLC The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: Debunk common misconceptions about Social Security Drill down on benefits Provide actionable next steps for thoughtful retirement income strategies Please plan to join the Microsoft Teams Webinar event to register and view the presentation. Registration LinkBy 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. T. Rowe Price and their representatives are not affiliated with Ameriprise Financial, Inc. 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. 8674769ACMR1225