Upcoming events

Grillin' & Chillin'

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Gina Mustoe, Top Chef Amateur Winner - GiGi Cooks

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Get ready to fire up the grill and have some fun with bourbon!

We’ll be diving into how bourbon can seriously level up your summer grilling.

Gina will be sharing some tasty recipes, including BBQ bourbon bacon jam and a flavorful bourbon marinade – and yes, we’ll be shaking up a few bourbon drink recipes, too!

For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com

There is no cost or obligation.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC @2026 Ameriprise Financial Inc.all rights reserved. 8839059ACMR0326

Are you Leveraging all the Technology available to you at Ameriprise?

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John Leahy, Regional Vice President - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- OmniView

- Using e-Signature

- Personalize your Accounts

For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

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 ©2026 Ameriprise Financial, Inc. All rights reserved 8736426ACMR0226

Making Yourself a Difficult Target for Cyber Criminals: Personal Security Insights

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Gary Rossi, Former FBI Agent, Head of Personal Security Insights Program - Fidelity Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary presentation, we’ll discuss:

· The impact of technology – your digital footprint

· Proven strategies for safeguarding your wealth

· Protecting you and your family

· Accountability and support
For more information: call us at 781.556.0020 or email us at Heather.floridia@ampf.com

This is an informational seminar. There is no obligation or cost for this event.

This event is sponsored by: Fidelity Investments. Fidelity 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 a 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.

©2026 Ameriprise Financial LLC. All rights reserved. 8844144ACMR0426

Understanding Medicare

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Brooke Baker, Practice Management Specialist - Manulife John Hancock Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

This event is sponsored by John Hancock. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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

©2026 Ameriprise Financial LLC. All rights reserved. 8781890/ACMR0226

Economic and Market Outlook

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

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.

©2026 Ameriprise Financial Inc. All rights reserved. 8739729ACMR0226

What is it? It is the gift of Information

EST

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Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather pertinent information

o The longer we live, the longer, deeper and wider our paper trail
For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com

This is an informational seminar. There is no obligation or cost for this event.

Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2026 Ameriprise Financial LLC. All rightsreserved. 8739803ACMR0226