Summer Picnic at the Park! Date: Saturday, September 6, 2025 Time: 11:00 AM - 2:00 PM PDT Location: Delano Manongs Park, 1650 McCandless Dr, Milpitas, CA 95035 Hosted By: DAN CHANG, CFP®, APMA®; PRIVATE WEALTH ADVISOR WITH AMERIPRISE FINANCIAL Sponsored By: T. Rowe Price, Goldman Sachs & Columbia Threadneedle Investments Dan Chang is hosting a very special event to end the summer season that will be filled will food, fun and family! You and up to four guests are invited to this very exciting event to join in on the fun and get your face painted, play some games, eat delicious food and ice cream! To reserve a spot: call us at 408.963.2301 or email us at malyssa.schielke@ampf.com RSVP Online Event registration Summer Picnic at the Park! Date: Saturday, September 6, 2025 Time: 11:00 AM - 2:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. T.Rowe Price, Goldman Sachs and their representatives are not affiliated with Ameriprise Financial. ColumbiaThreadneedle Investments is an affiliate of AmeripriseFinancial. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8266855ACMR0825
Ameriprise Financial Services, LLC, presents: “Tackling Taxes: Strategies for preserving wealth” Date: Wednesday, August 20, 2025 Time: 5:30 PM - 7:00 PM PDT Location: Maggiano's Little Italy San Jose , 3055 Olin Ave., Suite 1000 , San Jose , CA 95128 Presented By: Shane Kennedy, CMFC®, CRPC®, Sr, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: San Jose / MTRY office Sponsored By: T Row Price and Columbia Threadneedle Investments. Tackling Taxes: Strategies for preserving wealth This is an informational seminar. There is nocost or obligation. This event issponsored by: T Row Price and Columbia Threadneedle Investments. T. Row Price and its representatives are notaffiliated with Ameriprise Financial. Columbia Threadneedle Investments is affiliateof Ameriprise Financial. Ameriprise Financial, Inc. and its affiliatesdo not offer tax or legal advice. Consumers should consult with their taxadvisor or attorney regarding their specific situation. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Securities offered byAmeriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rightsreserved. 8144143ACMR0725
Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth Date: Friday, July 18, 2025 Time: 5:00 PM - 7:30 PM PDT Location: AMC Saratoga, 700 El Paseo de Saratoga, San Jose, CA 95130 Hosted By: San Jose Branch Sponsored By: First Eagle, PGIM, Lord Abbett, NYLI and Macquire Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth” There is no cost or obligation. This event issponsored by:FirstEagle, PGIM, Lord Abbett, NYLI and Macquire. These sponsors and representativesare not affiliated with Ameriprise Financial. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Securities offered byAmeriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
A Night at the Ballpark! Date: Tuesday, June 10, 2025 Time: 5:00 PM - 9:00 PM PDT Location: Excite Ballpark, 588 East Alma Avenue , San Jose, CA 95112 Hosted By: Ameriprise San Jose and Monterey Office Sponsored By: First Eagle, PGIM, Lord Abbett, BlackRock and NYLI. Ameriprise Financial Services, LLC, presents: A Night at the Ballpark! Join us at a San Jose Giants Baseball Game There is no cost or obligation. This event is sponsored by: First Eagle, PGIM, Lord Abbett, BlackRock and NYLI. These sponsors and 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.
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Sponsored By: MFS Fund Distributors, Inc. Social Security: Preparing for Retirement If you know of any friends that could benefit from learning more about Social Security, please forward the invitation 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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. Allrights reserved. 7700666ACMR0325
Goal-based advice from Ameriprise Financial at Top Golf Date: Tuesday, April 22, 2025 Time: 12:00 PM - 2:30 PM PDT Location: Top Golf, 10 Topgolf Dr,, San Jose, CA 95002 Presented By: Davin J. Lundgren, CRPC®, AAMS® , Associate Manager | Financial Advisor - Ameriprise Financial Hosted By: Ameriprise Financial San Jose and Monterey Branch Sponsored By: American Century, T. Rowe Price, and First Eagle Goal-based advice from Ameriprise Financial This is an informational seminar. There is no cost or obligation. This event is sponsored by: American Century, T. Rowe Price, and First Eagle. Third parties and 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.