Upcoming events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

CDT

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Emily Mills, CSRIC™ , Wealth Strategy Specialist - Eaton Vance

True Colors Financial

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.
For more information: call us at 763.703.5577

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.

Planning for Life's Big Moments

CDT

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Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments

True Colors Financial

Join us for an engaging and practical conversationdesigned to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios andprovide 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, someunexpected. Being prepared can empower you to take control, support your lovedones, 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.

For more information: call us at 763.703.5577

This is an informational seminar. There is no cost orobligation.

Fidelity and their representatives are not affiliated with Ameriprise Financial.

Behavioral Finance

CST

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Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments

True Colors Financial

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
For more information: call us at 763.703.5577

This is an informational seminar. There is no cost orobligation.

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.