AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made. This educational session is designed to help participants: • Understand what artificial intelligence is and why it has gained momentum • Explore real-world applications of AI across industries • Gain perspective on where AI may be headed and key considerations moving forward To reserve a spot: call us at 203.755.2222 or email us at fiduciam.financial@ampf.com RSVP Online Event registration Date: Time: 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. Blackrock 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. © 2025 Ameriprise Financial, Inc. All rights reserved.8674769ACMR1225
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: ▪Debunk common misconceptions about Social Security ▪Drill down on benefits▪Provide actionable next steps for thoughtful retirement income strategies To reserve a spot: call us at 203.755.2222 or email us at fiduciam.financial@ampf.com RSVP Online Event registration Date: Time: 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. T. Rowe Price 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. ©2025 Ameriprise Financial, Inc. All rights reserved 8674769ACMR1225
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC During this webinar, we will: · Discuss the Final Wishes Organizer to document our wishes and put an intentional plan in place for your loved ones · Explore common reasons why so many families plan in advance · Review pre-planning versus pre-funding · Discuss pros and cons of a funeral policy To reserve a spot: call us at 203.755.2222 or email us at fiduciam.financial@ampf.com RSVP Online Event registration Date: Time: 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. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
How new tax law changes may impact you - evening webinar Date: Thursday, December 4, 2025 Time: 6:30 PM - 7:15 PM EST Join this event online Presented By: Leigh King, Private Wealth Advisor, CFP®, CLU®, APMA®,BFA® - Fiduciam Financial Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC What you'll learn: Extended lower tax rates and deductions for all filers New benefits for parents, families and retirees Changes to child tax credits, 529 plans, and charitable deductions New deductions for tipped income and overtime pay Strategies to optimize your financial plan under the new law Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.
How new tax law changes may impact you - afternoon webinar Date: Thursday, December 4, 2025 Time: 12:30 PM - 1:15 PM EST Join this event online Presented By: Leigh King, Private Wealth Advisor, CFP®, CLU®, APMA®,BFA®, AIF® - Fiduciam Financial Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC What You'll Learn: Extended lower tax rates and deductions for all filers New benefits for parents, families, and retirees Changes to child tax credits, 529 plans, and charitable deductions New deductions for tipped income and overtime pay Strategies to optimize your financial plan under the new law Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar, OR by calling or emailing our office.
Behavioral Finance Date: Thursday, November 20, 2025 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Jeff Nymark, CIMA – Minnesota Senior Advisor Consultant First Eagle Investments Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals. The goal of the session is to help: • Understand how our emotions and behaviors can impact investment decisions • Instill healthy financial behaviors• Focus on goals and not 24-hour news cycle This is an informational seminar. There is no cost or obligation. John Hancock and their representatives are not affiliated with Ameriprise Financial. 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.8167759ACMR0725
Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kelsea Sullivan, CIMA – Regional Director Fidelity Investments Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence. This session will explore real-life scenarios and provide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters:Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions. What you'll gain:Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between. This is an informational seminar. There is no cost or obligation. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney. 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.8167759ACMR0725
College Search Webinar Date: Tuesday, October 14, 2025 Time: 6:30 PM - 7:30 PM EDT Join this event online Presented By: Cozy Wittman, Education & Partnerships - College Inside Track Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC If you're the parent of a high school student, this is must-know information you don't want to miss: 4 Strategies for a Smarter College Search. The college search continues to become more complex, making it harder for families to identify right-fit schools. Challenges include: Admission trends and how colleges admit students Recently passed tax legislation impacts use of529 plans and student loans ACT/SAT Testing - some require it now, and some don't - what path makes sense? The number of schools on the “more selective” list continues to grow Substantial changes to the FAFSA, Dept of Education, and financial aid may make college more expensive Join us online for an insightful session with national college specialist Cozy Wittman from College Inside Track. Discover how recent changes may affect your family and explore new strategies to help your student maximize admissions opportunities, scholarships, and financial aid. Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.