Goal-based advice from Ameriprise advisors Date: Thursday, June 5, 2025 Time: 6:00 PM - 8:00 PM EDT Location: Portage Country Club, 240 N Portage Path, AKRON, OH 44303 Presented By: Annie Zhang, Annie Zhang, MBA, CRPC™ - Ameriprise Financial Hosted By: Annie Zhang Sponsored By: BNY Mellon This complimentary session will showcase our digital capabilities and online features to help you understand how Ameriprise financial advisors work with clients digitally. We'll also outline the Ameriprise Client Experience and explain the features and benefits that can enhance your understanding and introduce the goal-based advice approach that every client receives when they work with an Ameriprise financial advisor. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.