Upcoming events

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Dan Tucker

Ameriprise Financial Services, LLC

During this complimentary seminar, 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
For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

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

Third party companies mentioned 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.

©2025 Ameriprise Financial Inc. All rights reserved. 8645409ACMR1225

Why Social Security Matters: And how to get the most out of it

EDT

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Robert Kron, CFP®, Managing Director, Advisor Education - NUVEEN

Dan Tucker

Ameriprise Financial Services, LLC

Join us for this informative session designed to help you understand the critical role Social Security plays in your retirement strategy. During this complimentary presentation, we will cover:

· Dispelling the Myth of Insolvency

· Interpreting your Social Security Statement

· Understanding Primary Insurance Amount (PIA) and Its Calculation

· Exploring Additional Benefits
For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

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

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial, Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial, Inc. will collect your personal data to administer the event.

This event is sponsored by NUVEEN. NUVEEN and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security 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 risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC @2025Ameriprise Financial Inc. all rights reserved. 8637533ACMR1225

Grillin' & Chillin'

EDT

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Gina Mustoe, Top Chef Amateur Winner - GiGi Cooks

Dan Tucker, CRPC™

Ameriprise Financial Services, LLC

Get ready to fire up the grill and have some fun with bourbon! We’ll be diving into how bourbon can seriously level up your summer grilling. Gina will be sharing some tasty recipes, including BBQ bourbon bacon jam and a flavorful bourbon marinade – and yes, we’ll be shaking up a few bourbon drink recipes, too!

For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC @2026 Ameriprise Financial Inc. all rights reserved. 8839059ACMR0326

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 Tucker, CRPC™

Ameriprise Financial Services, LLC.

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- OmniView

- Using e-Signature

- Personalize your Accounts
For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

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 ©2026 Ameriprise Financial, Inc. All rights reserved.

Making Yourself a Difficult Target for Cyber Criminals: Personal Security Insights

EDT

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Gary Rossi, Former FBI Agent, Head of Personal Security Insights Program - Fidelity Investments

Dan Tucker, CRPC™

Ameriprise Financial Services, LLC

During this complimentary presentation, we’ll discuss:

· The impact of technology – your digital footprint

· Proven strategies for safeguarding your wealth

· Protecting you and your family

· Accountability and support
For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

This is an informational seminar. There is no obligation or cost for this event.

This event is sponsored by: Fidelity Investments. Fidelity 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 a 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 LLC. All rightsreserved. 8844144ACMR0426

Understanding Medicare

EDT

Join this event online

Brooke Baker, Practice Management Specialist - Manulife John Hancock Investments

Dan Tucker, CRPC™

Ameriprise Financial Services, LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

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

This event is sponsored by John Hancock. John Hancock 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 risks including possible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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

©2026 Ameriprise Financial LLC. All rights reserved. 8781890/ACMR0226

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Dan Tucker, CRPC™

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, 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

For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

This is an informational seminar. There is no cost orobligation.

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. 8739729ACMR0226

Family Love Letter

EST

Join this event online

Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Dan Tucker, CRPC™

Ameriprise Financial Services, LLC

What is it? It is the gift of Information

  • A roadmap for the next generation
  • Stories, hopes, & desire…in the event of incapacity or loss
  • The link to the “voice of family dynamics”

What is the purpose?

  • To preserve relationships
  • Provide security
  • This is not a legal document but a SYSTEM to gather pertinent information
  • The longer we live, the longer, deeper and wider our paper trail
For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

This is an informational seminar. There is no obligation or cost for this event.

Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2026 Ameriprise Financial LLC. All rights reserved. 8739803ACMR0226

Past events

GenAI: From Experimentation to Transformation

EDT

Join this event online

Blair McGreenery, Director, Business Development - Alkeon Capital Management

Dan Tucker, CRPC™

Ameriprise Financial Services

Topics covered in this presentation:

· Outlook on the emerging wave of technological innovation and AI, which we expect to be wide in scope, transformative and highly disruptive.

· The Tipping Point for Generative AI: Massive Computing Power, Data, and the Invention of the Transformer Model

· A Step Back: A Historical Review and Early Stages of the AI Revolution

· For businesses this means fundamentally changing how the world’s largest industries operate

This is an informational seminar. There is no cost or obligation. This event is sponsored by Alkeon Capital Management. Alkeon 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.

Retain Your Brain

EST

Join this event online

Keith Olender, Advisor Consultant - Hartford Funds

Dan Tucker

Ameriprise Financial Services, LLC

During this complimentary virtual event, we will be discussing:

· Your Age vs. Your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain

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

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

This event sponsor is Hartford Funds. Hartford Funds 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 of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC@2025 8673280ACMR1225

Washington Update

EST

Join this event online

Elizabeth Varley , Senior Vice President Government Affairs - Ameriprise Financial

Dan Tucker

Ameriprise Financial Services, LLC.

Elizabeth will discuss the investment landscape, including a market update and insights for investors to consider.

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 risk including possible loss of principal and fluctuation in value.