Upcoming events

Major Changes to College Search

CDT

Summit Private Wealth Group, 7650 Edinborough Way, Suite 225, Edina, MN 55435

You must RSVP to receive access credentials for this event or seminar

Cozy Wittman, Education & Partnerships - College Inside Track

Summit Private Wealth Group

· Avoid common mistakes in college selection.

· Know what questions you should be asking of every college BEFORE you apply.

· Understand what financial factors contribute to your FAFSA and determine your family “need.”

· Debunk myths that lead families to believe they won’t quality for college aid.

· Learn where the bulk of scholarship and grant money actually comes from.

· Strategize to help increase your financial award.
To reserve a spot: call us at 952.893.7968 or email us at SummitPrivateWealthGroup@ampf.com
RSVP Online

College Inside Track and itsrepresentatives are not affiliated with Ameriprise Financial.

Ameriprise Financial, LLC and itsaffiliates do not offer tax or legal advice.

Consumers should consult with their tax advisor or attorney regarding their specific situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™

and CFP® certification mark (with plaque design) logo in the U.S.

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

© 2024 Ameriprise Financial Services, Inc. All rights reserved.

Past events

Toy Drive with Santa

CST

Summit Private Wealth Group, 7650 Edinborough Way, Suite 300, Edina, MN 55435

Summit Private Wealth Group

Please join us for some holiday cheer with Santa! A Marine with the Toys for Tots organization will be onsite with a collection box for all guests who wish to donate to the toy drive. We will have a professional photographer to capture all special moments with Santa from 10:00am-1:00pm. Pictures will be sent to individuals after the event. Feel free to invite family and friends!

- Complimentary professional pictures with Santa for kids from 0-99

- Meet and greet with a Marine

- Toys for Tots collection box for donations

- Feel free to bring family and friends!

There is no cost or obligation to attend. We are unable to accept cash or check donations at this event.

College Planning Webinar "Navigating College Search During a Changing Landscape"

CDT

You must RSVP to receive access credentials for this event or seminar

Cozy Wittman, Education & Partnerships - College Inside Track

Summit Private Wealth Group

· Avoid common mistakes in college selection.

· Know what questions you should be asking of every college BEFORE you apply.

· Understand what financial factors contribute to your FAFSA and determine your family “need.”

· Debunk myths that lead families to believe they won’t quality for collegeaid.

· Learn where the bulk of scholarship and grant money actually comes from.

· Strategize to help increase your financial award.

This is an informational seminar. There is no cost of obligation. College Inside Track and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial Services, Inc. All rights reserved.

Summit's Annual Client Appreciation Orchard Event

CDT

Afton Apple Orchard, 14421 So 90th Street, Hastings, MN 55033

Summit Private Wealth Group

Please join us for a day of fall fun at Afton Apple Orchards! The admission is complimentary, and there are plenty of activities for kids and parents alike! We will have a table near the entrance from 10:00am-1:00pm to get you checked in, but you are free to spend as much of the day at the orchard as you like. Please RSVP with the size of your group to be added to our list.

- Complimentary admission

- Hayrides, 15-acre corn maze, petting farm, straw mountain, giant swing, HUGE playground, and more!

- 15 varieties of pick-your-own apples, fall raspberries, pumpkins, gourds, squash, and sweet corn.

- Feel free to bring family and friends