Guide to the Markets Date: Wednesday, April 22, 2026 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Karen Ibay, Client Advisor - JP Morgan Asset Management Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful. This quarter, we are thrilled to host Karen Ibay, Client Advisor with JP Morgan Asset Management, who will present JP Morgan’s “Guide to the Markets” seminar. To reserve a spot: call us at 405.605.0224 or email us at luke.gentry@ampf.com 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. JP Morgan Asset Management 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 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.
Virtual Event - "How to Maximize Social Security Benefits" Date: Thursday, May 21, 2026 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event. Thursday, May 21st, 2026: 4pm – 5pm Central "How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized 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. To reserve a spot: call us at 405.605.0224 or email us at luke.gentry@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. 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. 8792087ACMR0226
Retain Your Brain Date: Wednesday, January 21, 2026 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar. Presented By: Justin Sachenbacher, Regional Vice President - Hartford Funds Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful. This quarter, we are thrilled to host Justin Sachenbacher, Regional Vice President with Hartford Funds, who will present Hartford’s “Retain Your Brain” seminar. This is an informational seminar. There is no cost or obligation. Hartford Funds 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 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.
Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype? Date: Thursday, November 20, 2025 Time: 4:00 PM - 5:00 PM CST Join this event online Presented By: Russell Price, Chief Economist for Ameriprise Financial Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments - Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday– Nov 20th, 2025. The event is complimentary. Below are details about the event. Thursday, November 20th: 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 since 2012. 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 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end. He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios. 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 Columbia Threadneedle Investments, an Ameriprise affiliate. 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.
Join Us for a Social Security & Medicare Seminar Date: Thursday, October 16, 2025 Time: 6:00 PM - 8:00 PM CDT Location: Quail Creek Golf & Country Club, 3501 Quail Creek Rd, The Wingspread Room, Oklahoma City, OK 73120 Presented By: Will Driscoll, Vice President, Market Leader for BlackRock & Jimmy Jenkins, owner of J&J Medicare Solutions Hosted By: Williams, Self & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: BlackRock Funds, Goldman Sachs & Co., and Macquire Asset Management Securing Your Retirement: Transforming Social Security into a winning retirement strategy Presented by guest speaker Will Driscoll, Vice President, Market Leader for BlackRock. Following this, guest speaker Jimmy Jenkins, owner of J&J Medicare Solutions, will present an overview on Medicare benefits, strategies and best practices. Your guests are always welcome, but space is limited. RSVP is required. This is an informational seminar. There is no cost or obligation. These sponsors and representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.