Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski, Director, Advisor Advancement Institute - New York Life Hosted By: Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed. Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward. During this session, we will: • Highlight why financial organization is the foundation of financial wellness • Share practical ways to organize key documents and accounts • Walk through how to plan intentionally for the year ahead • Discuss how to set meaningful, realistic financial goals • Provide simple habits to help you stay on track over time For more information: call us at 703.997.6367 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments and their representative 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.
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Event DescDuring this webinar, we will: · Discuss the Final Wishes Organizer to documentyour wishes and put an intentional plan in place for your loved ones · Explore common reasons why so many familiesplan in advance · Review pre-planning versus pre-funding · Discuss pros and cons of a funeral policy This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Johnson County Memorial Gardens and their 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. © 2026 Ameriprise Financial, Inc. All rights reserved.8674927ACMR1225 An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.