The Hidden Costs of Aging Date: Thursday, February 19, 2026 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy Hosted By: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC The important conversations you need to have about care and housing expenses. As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning. This educational session is designed to help participants: • Understand key aging trends and longevity considerations• Explore common care and housing options as we age• Identify considerations to help formulate a thoughtful plan 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 Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Franklin Templeton 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
AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist with Blackrock - Blackrock Hosted By: Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made. This educational session is designed to help participants: • Understand what artificial intelligence is and why it has gained momentum• Explore real-world applications of AI across industries• Gain perspective on where AI may be headed and key considerations moving forward 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. Blackrock 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 8674769ACMR1225