Past events

2022 SEMINAR SERIES: The Family Love Letter

EST

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Karen Drancik, Senior VP - Neuberger Berman

Summit House Wealth Partners

Hosted by: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

· What do you have today?

· Where is it located?

· Who do you contact?

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4397159ACMR0322

How to Maximize Social Security Benefits

EST

There is no code for this event

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Mary Beth Franklin, CFP Professional & Contributing Editor at Investment News

Ameriprise Financial Services

Join us for an exclusive opportunity to attend a virtual presentation on Wednesday, November9, 2022. The event is complimentary.

Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine.

Mary Beth became a Certified Financial Planner professional in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast.

In this session "How to Maximize Social Security Benefits", You will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits.

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

MaryBeth Franklin is 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.

Anatomy of a Recession – What To Look For And Where We’re Headed

EST

Password: Webinar1!

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Jeffrey Schulze, CFA, Director and Investment Strategist - ClearBridge Investments and Franklin Templeton

Summit House Wealth Partners, a Private Wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will provide practical, actionable insight on the US economy and critical market trends. ClearBridge Investments, a special investment manager of Franklin Templeton, will be discussing the following:

· The current state of the economy

· Market outlook

· Discussions on volatility, inflation, and market leadership.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2488 335 6539#

Password: Webinar1!

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

Franklin Templeton, ClearBridge Investments and its 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.

2022 SEMINAR SERIES: Talking to Your Children – Building a plan for a healthy financial future

EDT

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Erica Kay, Manager of US Wholesale Marketing - Delaware Funds by Macquarie

Summit House Wealth Partners

Hosted by: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, you’ll learn:

· The basics of budgeting

· Credit scores and cards

· Paying for college

· Life after college

This is an informational seminar. There is no cost or obligation. Delaware Funds by Macquarie and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4647013ACMR0422

2022 SEMINAR SERIES: Making Cash Count

EDT

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Izabella Goldenberg, CFA - Goldman Sachs

Summit House Wealth Partners

Hosted by: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

This is an informational seminar. There is no cost or obligation. Goldman Sachs and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322