Upcoming events

WA Estate Tax Update & Planning Opportunities

PST

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Ryan Crandall, President & Co- Founder - eLegacy

The Seattle Office of Ameriprise Financial, LLC

Learn how recent changes in Washington's estate tax laws could affect your wealth transfer strategy - and what you can do now to protect your legacy.

For more information: email us at TheLatitude48Group@ampf.com

These are informational seminars. There is no cost or obligation.

eLegacy and its representatives are not affiliated with Ameriprise Financial.

This seminar is sponsored by RiverSource Insurance, an affiliate of 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.

The Compass is a trademark of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved

Market & Economic Update

PST

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Russell Price, Chartered Financial Analyst® CFA - Ameriprise Financial, LLC

Ameriprise Financial, LLC

Do you have questions about how to navigate a minefield of conflicting market signals? Will 202 6 bring market resilience or just another delayed reckoning?

Don’t miss the Market and Economic Update webinar on January 27th featuring Ameriprise Financial Chief Economist Russell Price. Russell will share his perspectives on the current market and the 2026 economic outlook.

For more information: call us at 360.297.4848 or email us at TheLatitude48Group@ampf.com

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.

Past events

Understanding and protecting yourself from financial exploitation

PDT

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Jeff Brooks , Executive Director, Wealth Strategist - Janus Henderson Investors

The Seattle Office of Ameriprise Financial Services, LLC

Eric Westendorf Executive Director Janus Henderson Investors

You are invited to join us for an informational event, understanding and protecting yourself from financial exploitation.

Janus Henderson 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. 8439729ACMR0925

Understanding Medicare from A to D

PDT

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Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle

Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial

We would like to invite you to join us for a timely virtual seminar about Understanding Medicare from A to D. During this virtual seminar you will learn about the following:

  • An introduction to Medicare: coverage and costs
  • How and when to enroll
  • Coordinating Medicare with other insurance
  • Resources to support your journey

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

First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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 8387998ACMR0925

What Type of Legacy Will You Leave?

PDT

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David Houston, Director of Advanced Strategie - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

Ameriprise Financial Services, LLC

We would like to invite you to join us for a timely virtual seminar about Estate Planning. During this virtual seminar you will learn about the following:

• Control how your estate is distributed

• Give to loved ones or charities important to you

• Help reduce taxes and leave a larger legacy

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

RiverSource is an affiliate of 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.

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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

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

©2025 Ameriprise Financial, Inc. All rights reserved. 8108503ACMR0725

Social Security: Preparing for Retirement

PDT

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Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

We would like to invite you to join us for a timely virtual seminar about Social Security Preparing for Retirement.

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

MFS Fund Distributors, Inc. And its representatives are not affiliated with Ameriprise Financial, Inc.

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. 7700666ACMR0325