Upcoming events

7 Things No One Tells You About Retirement

EDT

Join this event online

Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

Discussed in this complimentary presentation:

· Retirement history reveals a lot

· The wrong top 10 list

· The unspoken side of retirement

· Major transition miscalculation

· Where clich� advice goes wrong

· The broken period of longevity

To reserve a spot: call us at 603.391.0548 or email us at erin.woods@ampf.com

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global

Brand name of the Columbia and Threadneedle group of companies.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is 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 risk including possible loss of principal and fluctuation in value. 6625311ACMR0524

Understanding Medicare

EDT

Join this event online

Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Brain Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

During this presentation we will be discussing the following:

o History of Medicare

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

To reserve a spot: call us at 603.391.0548 or email us at erin.woods@ampf.com

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

Sponsored by John Hancock. John Hancock 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.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2024 Ameriprise Financial LLC. All rights reserved. 6608811ACMR0524

Past events

Common Types of Fraud: How to protect yourselves and your loved ones

EDT

Join this event online

Thor Nelson, Vice President, Global AML Officer - Ameriprise Financial Services, LLC

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary session, we we’ll talk about common types of fraud and scams, and help you:

· Learn how to identify and avoid falling victim to a scam

· Understand the resources available to you as an Ameriprise Client

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.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial Inc. All rights reserved. 6500358ACMR0424

1,000 Places to See Before You Die

EDT

Join this event online

Patricia Schultz, Travel Writer and Best-Selling Author - Hachette Book Group

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

In this complimentary presentation, we will be spanning the globe and discussing:

· Unforgettable attractions to experience on Earth

· Bucket list destinations explored through mesmerizing photographs

· Recommendations of the world’s best places to visit – On and off the beaten path

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

RiverSource is an affiliate of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial Inc. All rights reserved. 6157499ACMR1224

Economic and Market Outlook

EST

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary session, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

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.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial Inc. All rights reserved. 6141613ACMR1223