Upcoming events

Keeping Your Brain Young with Dr. Marc Milstein

EDT

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

Dr. Marc Milstein - UCLA

TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

Slow Aging, Boost Productivity and Lower Risk for Alzheimer's and Dementia

We—not our genes—can have control over our cognitive destiny. Join TruVista and Dr. Marc Milstein, leading scientific researcher on brain health from UCLA, for a powerful webinar, as we discuss:

-Simple tips to do every day that supercharge your memory and productivity, and can lower risk for dementia and Alzheimer's.

-Quick and actionable steps to help you achieve energy-boosting sleep.

-Which surprising foods boost memory, and the one sneaky ingredient in food that can raise the risk of dementia

-The subtle signs of Alzheimer's and dementia, and how you can identify them before these issues develop.

-The often-overlooked factors that accelerate the aging of your brain and how to avoid these traps.

To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com
RSVP Online

Hosted by: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC.

This is an informational seminar. There is no cost or obligation. Blackrock and its representative are not affiliated with Ameriprise Financial.

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities Offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7431491ACMR0125

Caring for Aging Loved Ones Panel

EDT

First Floor Conference Room , 1301 West Long Lake Road , Troy, MI 48098

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

Meagan Larson, CEPA®, CMFA® , Financial Advisor and Operations Director - TruVista Wealth Advisors

TruVista Wealth Advisors

Join Meagan Larson, CEPA®, CMFA®—Financial Advisor and Operations Director at TruVista Wealth Advisors—for an insightful discussion on the evolution of long-term care. This session will examine the increasing trend among older adults who wish to remain in their homes rather than transition to traditional assisted living facilities.

We will be joined by Living Solutions Plus, an organization dedicated to assisting seniors in remaining in their homes and adapting their living spaces to facilitate longer stays.

This complimentary event will address a wide range of important subjects, including:

  • How to prepare yours or your loved one’s home for accessibility as they age.
  • The expectations that family caregivers should have if they plan to provide support to aging loved ones.
  • The various levels of support available to family caregivers.
  • And much more!

Panel Members from Living Solutions Plus:

  • Lindsey McLean- Occupational Therapist, CHAT Certified and Owner of Living Solutions Plus
  • Mariah Fielder- Physical Therapist
To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. TruVista Wealth Advisor is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third parties and 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

Sending Your Child to College Panel

EDT

Oakland University School of Business , 201 Meadow Brook Road , Rochester , MI 48309

Meagan Larson, CEPA®, CMFA ®, Financial Advisor, Operations Director, Certified Exit Planning Advisor - TruVista Wealth Advisors

TruVista Wealth Advisors

Join members of TruVista Wealth Advisors and Dr. Chuck Pierce, the Dean of the School of Business Administration at Oakland University, for an informative discussion on essential steps to prepare your child for college.

This event will cover:

  • Tools for academic success
  • Strategies for parents to support their child's preparation
  • Important life skills
  • And much more!

Panel Members:

  • Dr. Chuck Pierce- Dean and Professor of School of Business Administration at Oakland University.
  • Ashlyn Foreman- Marketing Specialist TruVista Wealth Advisors and Recent College Graduate
  • Jon Sabo- Financial Advisor at TruVista Wealth Advisors and Parent of a College Student
To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. TruVista Wealth Advisor is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third parties and 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.7650666ACMR0325

Digital Stress: What is it? How do I deal & prevent it?

EDT

First Floor Conference Room , 1301 West Long Lake Road , Troy , MI 48098

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

Meagan Larson, CEPA®, CMFA®, Financial Advisor, Operations Director, Certified Exit Planning Advisor - TruVista Wealth Advisors

TruVista Wealth Advisors

Join TruVista Wealth Advisors for a complimentary event that provides a comprehensive examination of digital stress in today's society. Since the onset of the pandemic, our dependence on technology has escalated, making it imperative to understand the ramifications of our interconnected lives. Continuous connectivity can lead to both mental and physical health challenges.

During this event, we will address the following topics:

  • The causes of digital stress
  • Who is affected?
  • Strategies for managing digital stress
  • The health risks associated with digital stress
  • And much more!
To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. TruVista Wealth Advisor is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third parties and 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 invalue. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.7650666ACMR0225

Economic and Market Outlook with Russell Price

EDT

First Floor Conference Room, 1301 W Long Lake Road , Troy, MI 48098

Russell Price, CFA, Chief Economist - Ameriprise Financial

TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

TruVista Wealth Advisors is delighted to announce the participation of Russell Price, CFA, Chief Economist at Ameriprise Financial, for an insightful market update.

Price is a prominent figure in financial commentary, frequently cited in major media outlets such as The Associated Press, Fox Business, Bloomberg News, BusinessWeek, and Reuters. His expertise has earned him recognition from Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. This complimentary event will cover the following topics:

  • Key factors contributing to market volatility
  • Strategies to navigate market uncertainty effectively
  • And More!
To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com
RSVP Online

Hosted by: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC. This is informational seminar. There is no cost or obligation. Investment products are not insured bythe 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. 7431491ACMR0125

The Magic of Hope

EST

Paint Creek Country Club, 2375 Stanton Road, Lake Orion, MI 48362

Anthony Grupido, The Magic of Hope

TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

In recent years, the movement to de-stigmatize mental health issues has gained significant traction within society. We currently find ourselves navigating uncharted territory, characterized by online gaming, social media, artificial intelligence, and the vast opportunities presented by the internet. However, this landscape also exposes individuals to challenges such as cyberbullying, substance addiction, and the escalating fentanyl crisis, all of which profoundly impact mental and physical well-being. TruVista Wealth Advisors invites you to join us for a compelling workshop led by Anthony Grupido, a prominent advocate for mental health awareness. Through the art of magic and personal storytelling, Anthony will facilitate an important dialogue on this critical topic in an engaging and accessible way. He will explore a range of subjects, including: The impact of social media on contemporary society Recognizing the warning signs of mental health issues and addiction Approaching sensitive conversations with loved ones Participants will also have the opportunity to develop their skills in addressing these vital issues with the loved ones in their lives.

This event is intended for adult audiences due to the discussion of mental health, suicide, and what addiction can look like in society.

To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. Anthony Grupido is 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. TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.7431491ACMR0125

Past events

Student of the Market

EDT

Paint Creek Country Club , 2375 Stanton Road , Lake Orion, MI 48362

Mark Peterson, Director, Market and Portfolio Insights - BlackRock

TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

TruVista Wealth Advisors is pleased to welcome Mark Peterson for an insightful market update. As a Director on the Market & Portfolio Insights team at BlackRock, Peterson specializes in investment strategy and education. With over 25years of industry experience, he has a proven track record of educating both advisors and investors on various market and investment topics. Mark is also the author of the widely circulated "Student of the Market" monthly publication, which reaches advisors nationwide.

During this complimentary event, you will gain insights into:

  • Market performance
  • The influence of various factors on the market
  • Levels of public satisfaction in relation to market trends
  • And more!

Hosted by: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC. This is an informational seminar. There is no cost or obligation. Blackrock and its representative are not affiliated with Ameriprise Financial. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities Offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7431491ACMR0125

Keeping Your Brain Young with Dr. Marc Milstein

EST

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

Dr. Marc Milstein - UCLA

TruVista Wealth Advisors of Ameriprise Financial

Slow Aging, Boost Productivity and Lower Risk for Alzheimer's and Dementia

We—not our genes—can have control over our cognitive destiny. Join TruVista and Dr. Marc Milstein, leading scientific researcher on brain health from UCLA, for a powerful webinar, as we discuss:

-Simple tips to do every day that supercharge your memory and productivity, and can lower risk for dementia and Alzheimer's.

-Quick and actionable steps to help you achieve energy-boosting sleep.

-Which surprising foods boost memory, and the one sneaky ingredient in food that can raise the risk of dementia

-The subtle signs of Alzheimer's and dementia, and how you can identify them before these issues develop.

-The often-overlooked factors that accelerate the aging of your brain and how to avoid these traps.

This is an informational seminar. There is no cost or obligation. Dr. Marc Milstein is not affiliated with Ameriprise Financial.

TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

Securities Offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc.

All rights reserved.

6510296ACMR0324

Economic and Market Outlook

EDT

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

Russell Price, CFA, Chief Economist - Ameriprise Financial

TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

During this complimentary event, you’ll learn about:

-key factors that may contribute to market volatility

-strategies to help weather market uncertainty

Hosted by: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC. This is informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities Offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved