Past events

2024 SEMINAR SERIES: Major Changes to College Search in 2024

EDT

Join this event online

Cozy Wittman, Education and Partnerships - College Inside Track

Oprandi Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Let's talk about the major changes to the college search process. Join Cozy Wittman for this educational webinar where he’ll discuss:

  • Changes in admission trends for college admissions
  • Optional ACT/SAT policies and their impact on scholarship awards and test requirements
  • Growth in the number of schools classified as "more selective"
  • Substantial changes to FAFSA and financial aid, potentially increasing college cost

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.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
6087283ACMR1123

2024 SEMINAR SERIES: Understanding Medicare A to D

EDT

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Jeff Nymark, Senior VP - First Eagle Funds

Oprandi Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Dial-in by phone: 1-612-351-0276

Conference ID: 290 045 231#

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Big Questions for a Better Retirement

CDT

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Eric Magyar, Defined Contribution Specialist - Janus Henderson

Oprandi Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 341 7559

Password: Seminar1!

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Spring Clean Your Finances

CDT

Seminar1!

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Janet Koh, Director - Advisor Advancement Institute, New York Life

Oprandi Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

• Organizing different forms/statements

• Budgeting, cash management tools

• Retirement (contributions, asset allocation, education, etc.)

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 497 7291

Password: Seminar1!

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 byany financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific taxissues.New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

2024 SEMINAR SERIES: AI Revolution

EST

Seminar1!

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Linda Duessel, Senior VP, Senior Equity Strategist, Federated Hermes

Oprandi Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Please call: 1-844-621-3956

Meeting Number (Access Code): 2497 896 8391

Password: Seminar1!

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. Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123