Upcoming events

4 Strategies for a Smarter College Search

EDT

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

Heidi King, Educational Consultant - CollegeInside Track

Generations Wealth Management - A private wealth advisory practice of Ameriprise Financial Services, LLC

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
  • 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 and financial aid may make college more expensive

Join Generations Wealth Management as we partner with national college expert, Heidi King from College Inside Track, to learn how these changes may impact your family, and new strategies to consider giving your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

To reserve a spot: call us at 703.766.7025 Ext. 102 or email us at generationswealthmanagement@ampf.com
RSVP Online

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

CollegeInside Track and its 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.

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

© 2025 Ameriprise Financial, Inc., All rights reserved. 7781257ACMR0325

Past events

Weathering Job Transitions. Preserving Your Future

EDT

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

Matthew Carbone, CFP®, MPAS®, ChFC®, CLU®, RICP®, CRPC®, APMA®, Private Wealth Advisor

Generations Wealth Management, An Ameriprise Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Are you a federal employee thinking about a job change, early retirement, or maximizing your benefits?

We invite you to a complimentary informational seminar designed specifically for federal government employees facing career transitions. Whether you’re planning ahead or in the midst of change, this session will help you gain clarity and confidence in your next steps.

We’ll cover key financial planning topics, including:

  • Cashflow Considerations During and After a Transition
  • What to Do About Liabilities (e.g., mortgage, credit, loans)
  • TSP Plan Options and Withdrawal Strategies
  • Health Insurance Considerations During Career Moves
  • Early Retirement Options & Pension Maximization Strategies

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

Ameriprise Financial cannot guarantee future financial results.

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.

Understanding Medicare

EDT

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

Danny Cohen, Senior VP, Business Consultant - John Hancock Investment Management

Generations Wealth Management - A private wealth advisory practice of Ameriprise Financial Services, LLC

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

John Hancock Investment Management 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.

The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.