Past events

"Spring clean your finances".

CST

Meeting1!

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Janet Koh, Director, Advisor Advancement Institute - New York Life Investments

Ameriprise Financial Services, LLC

New York Life Investments

During this complimentary session we’ll talk about:

· The importance of doing a full review of your finances every year

· What areas should be focused on the most

· How to set yourself up for financial success for the rest of the year.

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

Janet Koh and New York Life Investments 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved.

5421127ACMR0123

Social Security: Options to help maximize your benefits

CDT

Meeting1!

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Elaine Simmons, Partner at Social Security Informed - Fidelity Investments

Ameriprise Financial Services, LLC

Fidelity Investments

You are invited to an exclusive webinar presentation of “Social Security: Options to help maximize your benefits”.

During this complimentary session you will learn:

· Social Security essentials

· Benefits and options

· Strategies to consider

· Next steps

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

Elaine Simmons, Social Security Informed, and Fidelity Investments and their 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.

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Cybersecurity - Building layers of defense

EDT

Meeting1!

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Jeff Lanza, Retired FBI Special Agent

Ameriprise Financial Services, LLC

John Hancock

This will be presented by Jeff Lanza, Retired FBI Special agent. During this presentation we will discuss:

· The history of financial crime

· Accessing stolen data and account balances

· Industry, regulators and provider updates

· What you can do

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

Jeff Lanza, Retired FBI Agent, 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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Family Love Letters - How Every Family Can Prepare

EDT

Money2022!

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Cheri Brooks, Senior Vice President - Neuberger Berman

Ameriprise Financial Services, LLC

During this presentation we will focus on these areas:

· What is the “Family Love Letter”?

· How did it get started?

· Why is it important to you?

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

Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved.

Planning for Life's Big Moments

CDT

Money2022!

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Stephanie Azzarelli, Vice President - Fidelity Investments

Ameriprise Financial Services, LLC

Together, we will discuss how thinking ahead can help provide peace of mind should you:

· Face a health concern

· Have a change in marital status

· Lose a loved one

· Navigate an unexpected retirement

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

Fidelity Investments 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.

© 2022 Ameriprise Financial, Inc. All rights reserved.