Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments Hosted By: Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC 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, 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. For more information: call us at 703.492.7732 or email us at whitlockwealth@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.
Behavioral Finance Date: Thursday, November 20, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Event 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 703.492.7732 or email us at whitlockwealth@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.