Upcoming events

The Facts of Funeral Pre-Planning – Final Wishes

EDT

Join this event online

Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens

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

For more information: email us at steppingstonewealth@ampf.com

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

Shred Day & Food Drive

EDT

Stepping Stone Wealth, 8 Lowell Rd, West Hartford, CT 06119

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
To reserve a spot: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com
RSVP Online

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

Past events

The Power of Social Security: 3 Things You Need to Know

EDT

Join this event online

Stuart Ritter, CFP® , Vice President - Insights Director - T. Rowe Price

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 Link

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 . 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

The Hidden Costs of Aging

EST

Join this event online

Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

  • Understand key aging trends and longevity considerations
  • Explore common care and housing options as we age
  • Identify considerations to help formulate a thoughtful plan

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.

Franklin Templeton 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.

8711902ACMR0126

AI: The Opportunity is Anything but Artificial

EST

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Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

  • Understand what artificial intelligence is and why it has gained momentum
  • Explore real-world applications of AI across industries
  • Gain perspective on where AI may be headed and key considerations moving forward

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

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. 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.

Blackrock and their representatives are not affiliatedwith Ameriprise Financial, Inc.

Investment products are not insured by the FDIC,NCUA or any federal agency, are not deposits or obligations of, or guaranteedby any financial institution, and involve investment risks including possibleloss 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

Volunteering at Connecticut Foodshare

EST

Connecticut Foodshare, 2 Research Pkwy, Wallingford, CT 06492

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Come spend the morning making a difference in our community. We will be lending a hand with Connecticut Foodshare to help supply food for families in need.

There is no cost or obligation for this event.

Behavioral Finance

EST

Join this event online

Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

  • Understand how our emotions and behaviors can impact investment decisions
  • Instill healthy financial behaviors
  • Focus on goals and not 24-hour news cycle

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Behavioral Finance - Click Here

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

John Hancock and their 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.

8167759ACMR0725