Five Things to Know About Medicare (Webinar) Date: Tuesday, October 21, 2025 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Brett Jennings, Financial Advisor Hosted By: Raegen, Parker and Associates Medicare Open Enrollment is approaching, and this webinar is designed to help you prepare. We'll cover five key things to know about eligibility, enrollment timelines, and evaluating your coverage options—whether you're enrolling for the first time or reviewing your plan for the year ahead. Register Here For more information: call us at 408.287.6500 or email us at courtney.lorelli@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar These are informational seminars. There is no cost or obligation. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Hartford Funds 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8415057ACMR1025
Social Security – Unlocking Its Potential (Webinar) Date: Tuesday, November 4, 2025 Time: 5:00 PM - 6:00 PM PST Join this event online Presented By: Mike Lynch, Managing Director of Applied Insights - Hartford Funds Hosted By: Raegen, Parker and Associates Social Security plays a major role in retirement planning, but many people aren’t sure how it works or when to claim. In this session, Mike Lynch from Hartford Funds will be joining us to explore how your earnings history, timing, and other factors can affect your monthly benefit—and how to make informed decisions that support your long-term goals. Register Here For more information: call us at 408.287.6500 or email us at courtney.lorelli@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar These are informational seminars. There is no cost or obligation. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Hartford Funds 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8415057ACMR1025
Giving with a Purpose (Webinar) Date: Wednesday, December 3, 2025 Time: 5:30 PM - 6:30 PM PST Join this event online Presented By: Brett Jennings, Financial Advisor Hosted By: Raegen, Parker and Associates As the holiday season approaches, many people consider ways to give back. This webinar focuses on charitable giving to eligible organizations and how thoughtful planning can support causes you care about while offering potential tax advantages. Join us to learn how to make your giving more intentional and impactful. Register Here For more information: call us at 408.287.6500 or email us at courtney.lorelli@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. 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8415057ACMR1025
Financial Planning: A Personal Guide (Webinar) Date: Wednesday, January 14, 2026 Time: 5:00 PM - 6:00 PM PST Join this event online Presented By: Brett Jennings, Financial Advisor Hosted By: Raegen, Parker and Associates Start the new year with a clear financial roadmap. This session is perfect for those new to financial planning or looking to build on their current foundation. We'll cover practical steps for budgeting, investing, and setting long-term goals to help you feel more confident about your financial future. Register Here For more information: call us at 408.287.6500 or email us at courtney.lorelli@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar These are informational seminars. There is no cost or obligation. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Hartford Funds 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8415057ACMR1025
Test Your Taste Buds Date: Wednesday, September 3, 2025 Time: 4:00 PM - 6:00 PM PDT Location: Our Monterey office, 99 Pacific St, Site 355C, Monterey, CA 93940 Hosted By: Raegen, Parker and Associates Join us at our Monterey office for an evening full of wine, cheese, and cured meat tastings! You’ll get to fill out your very own palate profile and challenge yourself to guess and rank flavors. It’ll be a relaxed, flavorful evening where you’ll get to meet new people and chat with the RPA team. We hope to see you there! Friends and family are welcome. There is no cost or obligation. 8187528ACMR0725
Smart Strategies for College Financing (Webinar) Date: Wednesday, August 20, 2025 Time: 6:00 PM - 7:00 PM PDT Join this event online Presented By: Brett Jennings, Financial Advisor Hosted By: Raegen, Parker and Associates Back-to-school season is the perfect time to start—or revisit—college planning goals. Whether you’re actively planning for college or know someone who could use guidance, we invite you to join us for an informational webinar covering the following topics: Setting a college savings goal Savings options Financial aid Handling student debt Register Here We hope to see you join and learn with us! This is an informational seminar. There is no cost or obligation. 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8140990ACMR0725