Upcoming events

2023 SEMINAR SERIES: Keeping More of What you Earn

EDT

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Tom Antonovich, VP, Senior Advisor Consultant - Franklin Templeton and Tim Nichols, VP, Senior Advisor Consultant - Franklin Templeton

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

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address

· Municipal (muni) bonds

· Why you may consider investing in a tax-free income fund

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

Password: Seminar1!

For more information: call us at 413.540.0196 or email us at patricia.belanger@amof.com

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

Franklin Templeton 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.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

Income from tax-exempt municipal bonds or municipal bond funds maybe subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

Past events

2023 SEMINAR SERIES: Navigating Volatility- Compelling Wealth Management Conversations

EDT

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Talley Leger, Senior Equity Strategist - Invesco

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

Join us for an economic update with Talley Leger, Senior Equity Strategist for the Global Thought Leadership team at Invesco. Join this Webex to learn more about:

· What has the greatest impact on investment results?

· Is the market really like a casino?

Bear markets are always scary but don’t have to be devastating.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2480 710 6615#

Password: Seminar1!

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

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR01223

2023 SEMINAR SERIES: 8,000 Days

EDT

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Michael Lynch, Managing Director - Applied Insights, Hartford Funds

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

With today’s extended lifespans, a person could be facing roughly 20 or more years in retirement...approximately8,000 days. Thinking of it this way, it becomes clearer that retirement is not an end, but rather a new and complex phase of life with many unknowns. That being said, getting started on the right foot is crucial.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 473 6152#

Password: Seminar1!

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

Hartford Funds 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 fluctuational value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR0123

2023 SEMINAR SERIES: Power of the Fork - Not your Grandma's Nutrition Lesson

EDT

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Michelle Norris, Director of Corporate Wellness - SweatNET, in partnership with Delaware Funds by Macquarie

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

Butter or margarine? Whole eggs or egg whites? As many of us strive to make healthier nutrition choices, it’s important to understand the right way to feed our bodies.

This session dives into the often-overwhelming world of nutrition with the goal of helping us identify what foods our body needs and what foods we should work to minimize from our diet. We’ll discuss how to read nutrition labels and offer practical tips for grocery shopping, along with ideas for healthy meals and snacks!

Please call: 1-844-621-3956

Meeting Number (Access Code): 2492 416 7697#

Password: Seminar1!

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

SweatNET and Delaware Funds by Macquarie, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

The Hidden Costs of Aging

EST

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Barry Kruse, Vice President - Global Head Franklin Templeton Academy

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

It's exciting to think of retirement, pursuing a bucket list of travel, adventures, and hobbies, as well as leaving a healthy estate to loved ones.

A financially secure retirement culminates years of planning, work, and savings. Most people are so focused on retiring that they need more preparation for the challenges of managing their finances during retirement. Are you prepared for the unexpected?

Join us for a “virtual” complimentary Webex event hosted by Ameriprise Financial Services, LLC, on Thursday, March 9that 4:00 PM ET, where Barry Kruse, Vice President – Global Head Franklin Templeton Academy, will explore the topic of “The Hidden Costs of Aging. He will discuss the following:

  • Retirement realities and trends that impact housing decisions in retirement
  • Care and housing options
  • Family, lifestyle, and healthcare considerations in housing decisions
  • How to formulate a plan with a financial professional and your family

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

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.

2023 SEMINAR SERIES: Three Secrets to Becoming a Better Investor

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David Goodsell, Executive Director - Natixis

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

During this complimentary session, we’ll discuss challenges for investors and secrets to becoming a better investor such as:

· Regulating your emotions

· Setting intentional goals to guide you

· Being a smart shopper

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 280 7413#

Password: Seminar1!

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

Natixis 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.

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