Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jason Keller, CFP® , Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. 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. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 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 . 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. 7931790ACMR0525
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski , Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC 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. Key takeaways from the presentation: Understanding your money emotions Accepting the past Learning the language of money Making a plan Planning for “setbacks” Please plan to join the Microsoft TeamsWebinar event to listen in and view the presentation. 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. 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. 7931790ACMR0525
Open House & Ribbon Cutting Date: Tuesday, June 24, 2025 Time: 5:00 PM - 7:30 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 Come tour our new space, meet the team, and help us celebrate this exciting milestone! Enjoy complimentary wine & beer (and non-alcoholic beverages), light bites, and sweet treats. We’ll also have a fun stone painting activity for guests of all ages and a special ribbon cutting ceremony to mark the occasion. A shred bin will also be available. We’d love for you to be part of this memorable day! There is no cost or obligation for this event. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7935219ACMR0525
Shred Day & Food Drive Date: Friday, June 6, 2025 Time: 11:00 AM - 2:00 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. Ice cream and drinks provided. Consider bringing a canned food item(s) for our food drive to benefit the West Hartford Food Pantry! Please limit to 3 boxes or bags of shredding per vehicle so we can accommodate all attendees. If you have more than 3 boxes, please contact us in advance to discuss availability. Food Drive -WeHa’s Most Wanted: While any non-perishable food items are welcome, below are some of the most needed items: Baked beans Canned fruit/applesauce Pasta and sauce Cold cereal Canned chicken and tuna Rice, 1 lb packages Peanut butter, 16-18 oz. jars. Soup Macaroni and cheese 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
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Ryan Sullivan, Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Stepping Stone Wealth, 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. Join us to explore research from the MIT AgeLab: 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 Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. This is an informational seminar. There is no cost or obligation. Hartford Funds, MIT AgeLab, and associated representatives are not affiliated with Ameriprise Financial. Investment products are not insured bythe FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible 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
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: John Decker - College Assistance Plus Hosted By: Stepping Stone Wealth, 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. Presented by John Decker – College Assistance Plus Thursday, April 17, 2025 1:00-1:45 p.m. Eastern Time Hosted by: Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register 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