Market Outlook Date: Thursday, October 23, 2025 Time: 1:00 PM - 3:00 PM PDT Location: Two Travelers Wine Bar & Merchant, 41911 5th Street, Temecula, CA 92590 Presented By: John Leonard, Executive Director, Client Advisor - JP Morgan Hosted By: Danny Bonafede, Branch Manager/Financial Advisor Please join us for an insightful 2025 Mid Year Outlook event! We’ll explore key trends and what’s ahead. Enjoy delicious food and drinks while connecting with others in a relaxed, welcoming atmosphere. This is an informational seminar. There is no cost or obligation. Sponsored by JP Morgan. This sponsor 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.
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® Sponsored By: Ameriprise Financial Services, LLC We would like to invite you to join us for a timely virtual seminar about Understanding Medicare from A to D. During this virtual seminar you will learn about the following: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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.©2025 Ameriprise Financial, Inc. All rights reserved 8387998ACMR0925
Bourbon Tasting Event Date: Thursday, October 16, 2025 Time: 5:00 PM - 7:00 PM PDT Location: Ameriprise Financial, 41923 2nd Street, Suite 403, Temecula, CA 92590 Presented By: Danny Bonafede, Branch Manager - Ameriprise Hosted By: Danny Bonafede, Branch Manager/Financial Advisor Come join us for a relaxed evening of great conversation, delicious food, and smooth bourbon! It's a perfect chance to connect with others in our area, make new friends, and unwind in good company. Whether you're a bourbon enthusiast or just looking to meet some friendly faces, we’d love to see you there!
Estate Planning: What type of legacy will you leave? Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® We would like to invite you to join us for a timely virtual seminar about Estate Planning. During this virtual seminar you will learn about the following: •Control how your estate is distributed • Give to loved ones or charities important to you • Help reduce taxes and leave a larger legacy This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S. Ameriprise Financial Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource LifeInsurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8108503ACMR0725