Student of the Market Date: Thursday, October 23, 2025 Time: 6:00 PM - 7:30 PM EDT Location: Paint Creek Country Club , 2375 Stanton Road , Lake Orion, MI 48362 Presented By: Mark Peterson, Director, Market and Portfolio Insights - BlackRock Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC TruVista Wealth Advisors is pleased to welcome Mark Peterson for an insightful market update. As a Director on the Market & Portfolio Insights team at BlackRock, Peterson specializes in investment strategy and education. With over 25years of industry experience, he has a proven track record of educating both advisors and investors on various market and investment topics. Mark is also the author of the widely circulated "Student of the Market" monthly publication, which reaches advisors nationwide. During this complimentary event, you will gain insights into: Market performance The influence of various factors on the market Levels of public satisfaction in relation to market trends And more! Hosted by: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC. This is an informational seminar. There is no cost or obligation. Blackrock and its representative are not affiliated with Ameriprise Financial. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities Offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7431491ACMR0125
What is the Big Beautiful Bill Panel Date: Thursday, September 11, 2025 Time: 6:00 PM - 7:30 PM EDT Location: Paint Creek Country Club, 2375 Stanton Road , Lake Orion, MI 48362 Presented By: Meagan Larson, CEPA® and CMFA®, Managing Parner and Financial Advisor Hosted By: TruVista Wealth Advisors The recent legislation, BBB is all the hype. Are you in the know? We invite you to join TruVista Wealth Advisors and Cenko, Vendittelli, Haynes & Tokarz, PLC for a comprehensive examination of the bill, the modifications to tax law, and their implications for you. During this event, we will address the following topics: The impact on tax brackets, standard deductions, and the alternative minimum tax. Modifications related to estate taxes and charitable contributions. Adjustments affecting seniors and minors, including tax credits, dependent deductions, and more. New benefits for small business owners. Additional relevant topics. Actionable ways you can make the BBB work for you! Panel Members: Andrew Tokarz, CPA, Partner at CVHT Accounting Marilyn Curzydlo,CPA at CVHT Accounting Sarah Goupil, CPA at CVHT Accounting Frank Albano, CEO Strategic Research Business Consulting Moderated By: Meg Larson CEPA®, CMFA® Financial Advisor and Managing Partner of TruVista Wealth Advisors This is an informational seminar. There is no cost or obligation. TruVista Wealth Advisor is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third parties and 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 invalue. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their taxa dvisor or attorney regarding their specific situation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved. 8253045ACMR0825
Empowering Your Child to Have a Successful College Experience Panel Date: Thursday, August 14, 2025 Time: 6:00 PM - 7:30 PM EDT Location: Oakland University School of Business , 201 Meadow Brook Road , Rochester , MI 48309 Presented By: Meagan Larson, CEPA®, CMFA ®, Financial Advisor, Operations Director, Certified Exit Planning Advisor - TruVista Wealth Advisors Hosted By: TruVista Wealth Advisors Join members of TruVista Wealth Advisors and Dr. Chuck Pierce, the Dean of the School of Business Administration at Oakland University, for an informative discussion on essential steps to prepare your child for college. This event will cover: Tools for academic success Strategies for parents to support their child's preparation Important life skills And much more! Panel Members: Dr. Chuck Pierce- Dean and Professor of School of Business Administration at Oakland University. Ashlyn Foreman- Marketing Specialist TruVista Wealth Advisors and Recent College Graduate Jon Sabo- Financial Advisor at TruVista Wealth Advisors and Parent of a College Student This is an informational seminar. There is no cost or obligation. TruVista Wealth Advisor is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third parties and 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.7650666ACMR0325