Theresa Pflieger - Ameriprise Financial Advisor

05/28/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

Ready to turn complexity into clarity? Download our whitepaper to explore actionable strategies for growing and preserving your business equity: https://bit.ly/3PJb6wo

05/27/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/20/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/19/2026

Caring for Aging Loved Ones? You Don’t Have to Navigate It Alone.

Balancing the needs of aging parents, your family, and your financial future can feel overwhelming. If you’re part of the “sandwich generation,” this complimentary seminar is for you.

Join Summit Wealth Management for an informative session focused on helping you navigate three critical areas of caregiving:
✔️ Financial planning
✔️ Health considerations
✔️ Legacy and long-term decisions

You’ll gain practical strategies and insights to help you support your loved ones with confidence—while protecting your own future.

Every caregiving journey is unique. Let’s help you find the right path forward.

✅ Reserve your spot today: https://bit.ly/4nCKs4P

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/18/2026

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

If you’d like to explore strategies to prepare for college costs, let’s connect. Reach out to start a personalized plan.

5 considerations as you set your child’s education goal

05/15/2026

Virtual Event - "How to Maximize Social Security Benefits"

Join us next week for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event.

Thursday, May 21st, 2026: 3pm – 4pm MST
"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP®️ RetirePro, LLC., who is recognized as a retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

Register here: https://bit.ly/4dwOtmB

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: Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial.
Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.
8792087ACMR0226

Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

05/14/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. We can help you make both goals work together.