Upcoming events

CWP January Money Matters

EST

Join this event online

Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

Please join us on Thursday, January 30th for a 30-minute virtual presentation as our advisors discuss:

- 2025 market outlook

- Financial health check-in

If you know a friend or colleague who may be interested in this event, please feel free to share this opportunity and invitation with them. We look forward to having you join!

For more information: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com

This is an informational event. There is no cost or obligation to attend.

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.

CWP February Money Matters

EST

Join this event online

Comprehensive Wealth Partners - Ameriprise Financial, Inc.

Please join us on Thursday, February 27th for a 30-minute virtual presentation as our advisors discuss:

- Tax planning strategies

If you know a friend or colleague who may be interested in this event, please feel free to share this opportunity and invitation with them. We look forward to having you join!

For more information: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com

This is an informational event. There is no cost or obligation to attend.

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.

7380490

CWP March Money Matters

EDT

Join this event online

Comprehensive Wealth Partners - Ameriprise Financial, Inc.

Please join us on Thursday, March 27th for a 30-minute virtual presentation as our advisors discuss:

- All things housing

If you know a friend or colleague who may be interested in this event, please feel free to share this opportunity and invitation with them. We look forward to having you join!

For more information: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com

This is an informational event. There is no cost or obligation to attend.

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.

7380490