Upcoming events

The Next Generation of Wealth Transfer w/ James Bergeron of Nuveen

CDT

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James Bergeron, Managing Director of Advisor Education - Nuveen

Landmark Wealth Group

Landmark Wealth Group invites you to an insightful presentation, The Next Generation of Wealth Transfer, led by James Bergeron, Managing Director of Advisor Education at Nuveen.

This complimentary session will explore practical strategies for preparing your heirs, organizing your legacy, and ensuring that your wealth—and your wishes—are passed on with clarity and confidence. Join us to learn how to create a roadmap that protects what matters most for the people who matter most.

For more information: call us at 708.323.2401 or email us at adam.quinones@ampf.com
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This is an informational seminar. There is no cost or obligation. Nuveen and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA orany federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.

Simple Safeguards: How to Stay Safe from Identity Theft and Cybercrime

CDT

Oakbrook Terrace Tower - Main Floor Conference Center, 1 Tower Lane, Oakbrook Terrace, IL 60181

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Jeff Lanza, Retired FBI Special Agent - The Lanza Group

Landmark Wealth Group

PIMCO

Join us for a special cybersecurity awareness event featuring Jeff Lanza, retired FBI Special Agent and nationally recognized speaker on cybercrime prevention. In this engaging and practical session, Jeff will reveal the most common tactics used by identity thieves and cybercriminals—and the simple steps you can take to stay safe. Attendees will learn how to protect their personal information, recognize and avoid modern scams, and secure their devices against evolving digital threats. Whether you join us virtually or at our in‑person viewing party, you’ll leave with actionable strategies to safeguard yourself and your family in today’s online world.

To reserve a spot: call us at 708.323.2401 or email us at adam.quinones@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation to attend. Sponsored by PIMCO Investments. Neither PIMCO nor The Lanza Group is affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.