College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Matt Moslander, CIMA® Executive Director, Client Advisor - J.P. Morgan Asset Management Hosted By: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. For more information: call us at 413.540.0196 or email us at summithousewealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google 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 . 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. JPMorgan 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. © 2026Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0426
We Built This City – Breaking Ground on AI & Policy Promises in 2026 Date: Thursday, July 16, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Damian McIntyre, CFA, FRM, CAIA, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager - Vice President with Federated Hermes Hosted By: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026. During this session, we will discuss:• Economic and market trends impacting investors in 2026• The evolving role of artificial intelligence and infrastructure investment• Interest rates, inflation, and consumer spending trends• Potential opportunities and risks across the market landscape• Perspectives on asset allocation and areas of market focus 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. Federated Hermes 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. © 2026 AmeripriseFinancial, Inc. All rights reserved. 8865579ACMR0526