Upcoming events

Paying for College: Financial Steps to Consider

EST

You must RSVP to receive access credentials for this event or seminar

Ron Foisy and Cooper Korby, Education Specialist and Associate Financial Advisor - Ameriprise Financial

Oasis Wealth Advsiors

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.

To reserve a spot: call us at 978.474.9900 or email us at rhonda.b.rubin@ampf.com

This is an informational seminar. There is nocost or obligation.

Investment products arenot insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 AmeripriseFinancial, Inc. All rights reserved.

Smart strategies for college financing: Planning for your child's future

EST

You must RSVP to receive access credentials for this event or seminar

Ron Foisy and Dawn Smith, Education Specialist and Private Wealth Advisor - Ameriprise Financial

Oasis Wealth Advsiors

Whether your child is in grade school or applying to colleges now, it’s never too early— or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan.

To reserve a spot: email us at rhonda.b.rubin@ampf.com

Thisis an informational seminar. There is no cost or obligation.

AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Investment advisory products and services are madeavailable through Ameriprise Financial Services, LLC, a registered investmentadviser.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rightsreserved.