Upcoming events

Mastering your money mindset

EDT

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

Summit House Wealth Partners

Mastering your money mindset

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”

Presented by Leda Zukowski– Director of Practice Management in the Advisor Advancement Institute at New York Life Investments.

Thursday, June 26, 2025, 12:00-12:45 p.m. Central Time

Hosted by: Summit House Wealth Partners, A private wealth advisory practice of Ameriprise Finacial Services, LLC

For more information: call us at 413.540.0196 or email us at summithousewealthpartners@ampf.com

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.

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.

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Past events

5 Ways Technology Will Change How You Age

EDT

Join this event online

Ryan Sullivan, Vice President & Managing Director Applied Insights - Hartford Funds

Summit House Wealth Partners

5 Ways Technology Will Change How You Age

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 Age Lab:

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

Presented by Ryan Sullivan – Vice President & Managing Director Applied Insights -Hartford Funds

Thursday, May 15, 2025

12:00-12:45 p.m. Central Time

Hosted by: Summit House Wealth Partners,

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.

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

Hartford Funds, MIT Age Lab, and associated 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.

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

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