Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey Date: Thursday, August 21, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Brooke Baker, CEPA - Practice Management Specialist - John Hancock Investments Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages. Why it matters:Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan. Key Takeaways: How financial planning impacts long-term security What to expect at different life stages Real-life scenarios and practical tools How to guide others on this journey Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact To reserve a spot: email us at tarianwealthmanagement@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. John Hancock 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.
Planned Giving with Donor Advised Funds - Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Emily Mills, CSRIC, Wealth Strategy Specialist - Eaton Vance Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC A practical look at charitable planning options for individuals and families. We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals. During this session, we will cover: Managing tax benefits while supporting the causes that matter most to you Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities Tax-related considerations when donating appreciated assets such as stock or real estate How charitable giving can align with your long-term planning objectives Who should attend:Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously. To reserve a spot: email us at tarianwealthmanagement@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. Eaton Vance and their representatives are not affiliated with Ameriprise Financial. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing. This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer taxor legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation . Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. 8167759ACMR0725
Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Kelsea Sullivan, CIMA, Regional Director - Fidelity Investments Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence. This session will explore real-life scenarios and provide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters:Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions. What you'll gain:Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between. To reserve a spot: email us at tarianwealthmanagement@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. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney. 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. 8167759ACMR0725
Behavioral Finance Date: Thursday, November 20, 2025 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Jeff Nymark, CIMA, Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals. The goal of the session is to help: • Understand how our emotions and behaviors can impact investment decisions • Instill healthy financial behaviors • Focus on goals and not 24-hour news cycle To reserve a spot: email us at tarianwealthmanagement@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. John Hancock 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. 8167759ACMR0725
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. 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. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 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 . 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. 7931790ACMR0525
Mastering Your Money Mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski , Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation • Understanding your money emotions • Accepting the past • Learning the language of money • Making a plan • Planning for “setbacks” 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. Sponsored by: New York Life. These sponsors and 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.
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Ryan Sullivan, Vice President & Managing Direct Applied Insights - Hartford Funds Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Discover how tech and AI are revolutionizing aging! With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age. Join us to explore research from the MIT AgeLab: See the vast universe and scope of tech and AI for everyday tasks Understand how these apps and devices can enhance your quality of life Learn how to try out some of these technology innovations This is an informational seminar. There is no cost or obligation. Hartford Funds, MIT AgeLab, and associated 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 . Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7849439ACMR0425
Quarterly Market Update - Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 2:00 PM - 3:00 PM CDT Join this event online Presented By: Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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. 7849439ACMR0425
College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: John Decker, College Assistance Plus Hosted By: Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register This is an informational seminar. There is no cost or obligation. College Assistance Plus and their representatives are not affiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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. 7754527ACMR0325