Upcoming events

How to Talk to Your Parents About Their Finances

EDT

Join this event online

Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments

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

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

This is an informational seminar.

There is no cost or obligation for this event.

New York Life Investments and associated representatives are not affiliated with Ameriprise Financial.

Securities offered by Ameriprise Financial, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

8334086ACMR0925

Planning for Life's Big Moments

EDT

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Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments

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

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

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

Planning for Life’s Big Moments - Click Here

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

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

Fidelity and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.

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

Behavioral Finance

EST

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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

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

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

Past events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

EDT

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Emily Mills, CSRIC™, Wealth Strategy Specialist - Eaton Vance

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

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

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

Planned Giving with Donor Advised Fund - Click Here

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

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

Eaton Vance and their representatives are not affiliated with Ameriprise Financial.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing.

This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer taxor 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.

8167759ACMR0725

Raising the Next Generation to be Financially Savvy

EDT

Join this event online

Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments

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

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

This is an informational seminar.

There is no cost or obligation for this event.

New York Life Investments and associated representatives are not affiliated with Ameriprise Financial.

Securities offered by Ameriprise Financial, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

8334086ACMR0925

Join us for some baseball

EDT

Dunkin Park, 1214 Main St , Hartford, CT 06103

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

Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.

Tax Planning Strategies for the Current Landscape

EDT

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Jason Keller, CFP® , Senior Wealth Planning Specialist - Franklin Templeton Academy

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.

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

EDT

Join this event online

Leda Zukowski , Director of Practice Management in the Advisor Advancement Institute - New York Life Investments

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