Mastering your money mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Presented by Leda Zukowski – Director of Practice Management in the Advisor Advancement Institute at New York Life Investments Hosted By: WellBridge Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. For more information: call us at 802.654.7700 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.7931790ACMR0525
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Presented by Jason Keller, CFP® – Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: WellBridge Wealth, 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. For more information: call us at 802.654.7700 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, youagree to your personal data including, but not limited to, your name, companyname, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be foundin our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event. Thisis an informational seminar. There is no cost or obligation. This event is sponsored by:Franklin Templeton. These sponsors and representatives are not affiliated withAmeriprise 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
5 Ways Technology Will Change How You Age. Discover how tech and AI are revolutionizing aging! Date: Thursday, May 15, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Presented by Ryan Sullivan – Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: WellBridge Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC 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. 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