Caring for aging loved ones: What to consider Date: Tuesday, February 11, 2025 Time: 12:00 PM - 1:00 PM MST You must RSVP to receive access credentials for this event or seminar Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Caring for aging loved ones: What to consider Date: Tuesday, February 11, 2025 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, May 14, 2025 Time: 12:00 PM - 1:00 PM MDT You must RSVP to receive access credentials for this event or seminar Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Caring for aging loved ones: What to consider Date: Tuesday, February 11, 2025 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Boulder Rez Party: Fun in the Sun Date: Saturday, June 28, 2025 Time: 12:00 PM - 3:30 PM MDT Location: Boulder Reservoir, 5565 N 51st St, Boulder, CO 80301 Presented By: Daniel Schultz, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors It's our 20th Annual Boulder Rez Party! · Bring your friends, neighbors, and family! · Bring your sunscreen and flip-flops! · Bring your fun-in-the-sun attitude! Please provide the full name and email address of each of your guests when you RSVP - thank you! For more information: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Caring for aging loved ones: What to consider Date: Tuesday, February 11, 2025 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar These are informational events. There is no cost or obligation to attend. Event details are subject to change. Detailed invitations may be sent prior to each event. 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.Ameriprise Financial cannot guarantee future financial results.Dan Schultz CA insurance # 0I53662 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 FinancialServices, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial,Inc. All rights reserved. 7333579ACMR1124
Real estate: Important considerations for you and your family Date: Thursday, August 14, 2025 Time: 12:00 PM - 1:00 PM MDT You must RSVP to receive access credentials for this event or seminar Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Caring for aging loved ones: What to consider Date: Tuesday, February 11, 2025 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.© 2024 Ameriprise Financial, Inc. All rights reserved.
2025 University of Colorado Tailgates Date: Saturday, August 30, 2025 Time: 12:00 PM - 4:00 PM MDT Location: Franklin Field (Southeast Corner #E32), 2400 Colorado Ave, Boulder, CO 80302 Presented By: Daniel Schultz, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Join us for our tailgate parties before each University of Colorado home game. Come for the game, or just come for the tailgate, all are welcome! Food and beverages provided. Check website for tailgate time before each game. RSVP is not required for this event. SKO BUFFS!! Sat, Aug 30 CU vs. Georgia Tech Sat, Sep 6 CU vs. Delaware Sat, Sep 20 CU vs. Wyoming TBD CU vs. Arizona TBD CU vs. Arizona State TBD CU vs. BYU TBD CU vs. Iowa State For more information: email us at karen.cobb@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar University of Colorado is not affiliated with Ameriprise Financial, LLC These are informational events. There is no cost or obligation to attend. Event details are subject to change. Detailed invitations may be sent prior to each event. 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. Ameriprise Financial cannot guarantee future financial results. Dan Schultz CA insurance # 0I53662 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. © 2024 Ameriprise Financial, Inc. All rights reserved. 7333579ACMR1124
Investing for the life you've earned - today and tomorrow Date: Thursday, November 13, 2025 Time: 12:00 PM - 1:00 PM MST You must RSVP to receive access credentials for this event or seminar Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors During this complimentary session, you’ll learn about the seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable. We’ll discuss common risks that can throw your financial goals and retirement plans off track, and how to break financial planning into manageable and actionable steps. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Caring for aging loved ones: What to consider Date: Tuesday, February 11, 2025 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.