Kindred Wealth

10/31/2026

No tricks, just treats. 🎃

As October comes to a close, we're grateful for the opportunity to help our clients pursue their goals and plan for the future they envision.

Wishing you a happy Halloween filled with fun, family, and plenty of treats!

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10/29/2026

🏈 Norman, we're ready for game day!

Before the Oklahoma Sooners take on the Florida Gators, join Kindred Wealth for a free community tailgate filled with free BBQ from Newman's Firehouse BBQ truck, football spirit, and good company.

Meet fellow fans and kick off the day with us before heading to the game. There are only a few spots remaining!

📅 Saturday, November 7
⏰ 12:00 PM - 2:00 PM
📍 581 Merchant Dr., Norman, OK 73069

✅ RSVP today: https://bit.ly/3Ul41o3
📞 Or call: 405-360-8836

❤️🤍Know someone who loves OU football? Tag them in the comments or share this post and make plans to join us on game day!

A private wealth advisory practice of Ameriprise Financial Services, LLC.

10/29/2026

There are still a few spots left!

RSVP at our website to reserve yours: https://bit.ly/4zYI515
or call us at 405.360.8836

Nothing brings people together like football season! 🏈

Come tailgate with Kindred Wealth before the Oklahoma Sooners take on the Florida Gators. Bring a guest, enjoy great food and conversation, and make the most of game day with us!

📅 November 7, 12 pm - 2 PM
📍 581 Merchant Dr, Norman, OK

See you at the tailgate! ❤️🤍



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10/28/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/26/2026

October is National Women's Small Business Month.

Today, we're recognizing the women entrepreneurs who help strengthen our communities through innovation, leadership, and service.

Whether you're launching something new, growing an established business, or planning for the next chapter, your work creates opportunities for others and leaves a lasting impact.

Kindred Wealth is honored to support individuals and business owners as they pursue the goals that matter most to them.

https://bit.ly/3TU7M3G

10/23/2026

Do you need to take a Required Minimum Distribution (RMD) this year?

For many retirees, year-end is an important time to review RMD requirements and explore available options before deadlines arrive.

A few things to keep in mind:

✓ Know your distribution deadline
✓ Consider whether a Qualified Charitable Distribution (QCD) aligns with your goals
✓ Avoid unnecessary penalties by planning ahead

Every situation is unique, which is why it's important to understand how RMDs fit into your overall retirement income strategy.

Learn more about our approach to retirement planning: https://bit.ly/4dQixL8

10/21/2026

Everyone's vision of retirement looks a little different.

For some, it's travel and adventure. For others, it's time with loved ones, volunteer work, hobbies, or simply having the freedom to spend each day the way they choose to.

That's why retirement planning is about aligning your financial strategy with the goals, priorities, and experiences that matter most to you.

Learn more about how we help clients plan for what's next: 🔗 https://bit.ly/3U4Jcgw

10/20/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/19/2026

October is often the ideal time to start thinking about year-end financial planning.

Before calendars fill up with holiday events and year-end deadlines, consider reviewing:

✓ Charitable contributions
✓ Retirement income needs
✓ Tax planning opportunities

A proactive review now may provide more flexibility and confidence heading into the new year.

Visit our website to learn more about how we help clients prepare for what's next: https://bit.ly/4Be3N2B

10/16/2026

https://bit.ly/4s94C8N

Ameriprise Financial is pleased to offer clients and guests an exclusive opportunity to join a virtual presentation on Thursday – Nov 19th , 2026.

The event is complimentary. Below are details about the event.

Thursday, November 19th : 4pm – 5pm Central

Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial for approximately 18 years.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

In fact, through the end of the second quarter (Q2-2026), Bloomberg ranks him as the 4th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists and he was the top-ranked forecaster in the U.S. brokerage industry.

Navigating AI and cybersecurity-Protecting your savings in the age of AI:
featuring Stacy R. Andrews, CIMA® , CEPA® Senior Director | Wealth Advisory Solutions-Principal Asset Management, LLC.

Cybercrime is no longer a niche technology issue. It's now a global economic force measured in trillions of dollars. Financial accounts remain one of the most attractive targets because criminals follow assets, personal information, and opportunities to move money. Trust is ultimately your most valuable asset, and cybersecurity plays a direct role in protecting that trust. Listen in to hear the latest tips on how we can STOP cybercrime.


By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

HOSTED BY: Kindred Wealth, Ameriprise Financial Services, LLC

This is an informational seminar. There is no cost or obligation.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by Principal Asset Management, LLC and is not an affiliate of 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.

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