Tax Optimization Strategies Date: Thursday, March 26, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: ao7MH3xY Join this event online Presented By: Troy Sant, Vice President, Advisor Consultant - Nuveen Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, attendees will gain practical insights into tax‑optimization strategies designed to help improve cash flow, reduce long‑term tax liabilities, and support both personal and business financial goals. The seminar will explore real‑world scenarios for individual investors, business owners, charitable givers, and families planning wealth transfer. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Nuveen is not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
Identity Theft: What can I do to protect myself? Date: Tuesday, April 7, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: Qn3ZW6N9 Join this event online Presented By: Mario Davila , Regional Wealth Management Consultant - American Century Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. With identity theft cases rising and attacks becoming more sophisticated, this complimentary session will explore how identity theft happens, the growing tactics used by cybercriminals - including phishing, fake websites, social engineering, data breaches, and even AI‑driven scams - and the practical steps you can take to protect yourself. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. American Century 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Retain your brain Date: Tuesday, April 21, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: f4FW3WK7 Join this event online Presented By: Colman Flanagan , Regional Vice President - Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, we will learn simple, science-based steps to keep your brain sharp and lower the risk of cognitive decline. Dr. Marc Milstein will share practical tips on sleep, diet, exercise, and stress management to help you age-proof your most valuable asset. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Hartford Funds 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Understanding Social Security Decisions: Optimizing your Benefits Date: Tuesday, April 28, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: jx349Mo9 Join this event online Presented By: Ian Moreau, Regional Business Consultant - John Hancock Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC In this complimentary session, you’ll learn how benefits are calculated, how timing impacts what you receive, and which options may help maximize lifetime income for individuals, couples, and survivors. We’ll also cover important updates for 2026, including COLA changes, tax considerations, and new eligibility guidelines. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. John Hancock is not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
Media Replay Date: Wednesday, May 13, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: md9mv6GZ Join this event online Presented By: Colman Flanagan , Regional Vice President - Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, we’ll explore how today’s headlines shape our perceptions and influence the financial decisions we make. You’ll learn insights from the MIT Age Lab on why media-driven anxiety can trigger instinctual behaviors that may hurt long‑term outcomes and revisit past crises to uncover patterns that repeat throughout history, despite ever‑changing headlines. For more information: call us at 210.583.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Hartford Funds 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
5 Ways Technology Will Change How You Age Date: Tuesday, June 9, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: FC2fY6dQ Join this event online Presented By: Colman Flanagan , Regional Vice President - Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, discover how emerging technologies and AI are transforming the way we live, work, and age. As we unpack real-world examples that can support aging with confidence and comfort. This session will highlight practical tools designed to simplify daily life, from smart homes to health‑monitoring devices. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Hartford Funds 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare: The Ins and outs of Medicare coverage Date: Wednesday, September 9, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: jx349Mo9 Join this event online Presented By: Ian Moreau, Regional Business Consultant - John Hancock Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. During this complimentary presentation we’ll discuss the history of Medicare and the basics of what Medicare is, what it covers, who is eligible, and when you should enroll. We’ll discuss Medicare costs as well as how people fill in the gaps in Medicare. And we will talk about Medicare Advantage plans and what you need to know if you plan on working past 65. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. John Hancock 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: 2bS3HJ6b Join this event online Presented By: Colman Flanagan , Regional Vice President – Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, we will learn simple, science-based steps to keep your brain sharp and lower the risk of cognitive decline. Dr. Marc Milstein will share practical tips on sleep, diet, exercise, and stress management to help you age-proof your most valuable asset. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Hartford Funds 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.