Upcoming events

7 Things No One Tells You About Retirement

EDT

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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Dan Hall, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary virtual seminar we will be touching on:

· 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
For more information: call us at 617.451.1400 or email us at dahall@ampf.com

Thisis an informational seminar. There is nocost or obligation.

ColumbiaThreadneedle 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 service 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.

Past events

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

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John Leahy, Regional Vice President - Ameriprise Financial Services, LLC

Dan Hall, Financial Advisor

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- Using e-Signature

- Personalize your Accounts

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.

Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025 Ameriprise Financial, Inc. All rights reserved

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Dan Hall, Financial Advisor

Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

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

This event is sponsored by: BlackRock.

BlackRock and their 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 risk 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.

How to Stay Safe from Identity Theft & Cybercrime

EST

Join this event online

Jeff Lanza, Former FBI Agent - John Hancock

Dan Hall Financial Advisor

Ameriprise Financial Services, LLC

During thiscomplimentary presentation, we’ll discuss:

· The impact of technology

· Understanding the threats

· Protecting you and your family

· Accountability and support

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

This event is sponsored by: John Hancock Investments.

Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial.

Investment products are not insured by theFDIC, NCUA, or any federal agency, are not deposits or obligations of, anyfinancial institution, and involve investment risk including possible loss ofprincipal and fluctuation in value.

Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial Inc. All rights reserved.