Upcoming events

Washington Update – Politics and Policy

EDT

You must RSVP to receive access credentials for this event or seminar.

Scott Orr, CFA , Senior Vice President, Head of Regional Public Affairs Fidelity Investments - Fidelity Investments

GuideWorth Advisors Team

Fidelity Investments

As the 119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update.

Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026.

To reserve a spot: call us at 802.657.3800 or email us at Caroline.williams@ampf.com

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

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.

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

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526

We Built This City – Breaking Ground on AI & Policy Promises in 2026

EDT

You must RSVP to receive access credentials for this event or seminar.

Damian McIntyre, CFA, FRM, CAIA, Head of Multi-Asset Solutions Team, Senior Quantitative Analyst, Senior Portfolio Manager & VP - Federated Hermes

GuideWorth Advisors Team

Federated Hermes

Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026.

During this session, we will discuss:
• Economic and market trends impacting investors in 2026
• The evolving role of artificial intelligence and infrastructure investment
• Interest rates, inflation, and consumer spending trends
• Potential opportunities and risks across the market landscape
• Perspectives on asset allocation and areas of market focus

To reserve a spot: call us at 802.657.3800 or email us at Caroline.williams@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Federated Hermes 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.

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

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526

College Planning Essentials

EDT

You must RSVP to receive access credentials for this event or seminar.

Matt Moslander, CIMA® , Executive Director, Client Advisor - J.P. Morgan Asset Management

GuideWorth Advisors Team

J.P. Morgan

During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing.

To reserve a spot: call us at 802.657.3800 or email us at Caroline.williams@ampf.com

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

JPMorgan 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.

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

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526

Understanding Medicare from A to D

EDT

You must RSVP to receive access credentials for this event or seminar.

Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments

GuideWorth Advisors Team

First Eagle Investments

An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process.

Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy.

The goal of the seminar is to help:

• Introduce the program, its coverage and its costs

• Go over the enrollment process, and where and how to start

• Share how to coordinate Medicare benefits with other forms of insurance

• Discuss the resources available to help individuals

To reserve a spot: call us at 802.657.3800 or email us at Caroline.williams@ampf.com

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

First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526