Upcoming 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

Ameriprise Financial Services, LLC

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
For more information: call us at 203.378.0699 or email us at Emma.Ferraro@ampf.com

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

Investment products are not insured by theFDIC, 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 ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325

Plan to give more: Estate Planning

EDT

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David Houston,, Director Advance Strategies - Riversource Life Insurance Company

Todd Hubley, Regional Vice President

Learn how to:

• Control how your estate is distributed

• Give to loved ones or charities important to you

• Help reduce taxes and leave a larger legacy

For more information: call us at 201.221.2700 or email us at alexis.z.gerasimow@ampf.com

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

RiverSourceis affiliated withAmeriprise Financial , LLC.

AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation.Before you purchase insurance, be sure to consider the policy’s features,benefits and fees, and whether it is appropriate for you, based on yourfinancial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and inNew York only, by RiverSource Life Insurance Co. of New York, Albany, New York.Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Securitiesoffered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial Inc. All rights reserved. 7937121ACMR0525

Social Security - Preparing for Retirement

EST

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Craig LoConte, Director - MFS Investments

Todd Hubley, Regional Vice President with Ameriprise Financial

MFS Investments

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

For more information: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com

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

MFS Investments and its representatives are not affiliated with Ameriprise Financial, LLC.

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 Social Security agent or attorney regarding your specific Social Security decisions.

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

©2025 Ameriprise Financial LLC. All rights reserved.

Past events

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Ameriprise Financial Services, LLC

Stratford Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

This is 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. 7540869ACMR0125

Social Security: Preparing for Retirement

EDT

Join this event online

Karen Ireland, CRPC , Vice President, Business Development with MFS Investment Management - MFS Investment Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Options for anyone who has ever been married

- The role of taxes in your retirement plan

This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consulta 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

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

©2025 Ameriprise Financial Inc. all rights reserved.