The Tax Calm Before the Storm Date: Wednesday, February 25, 2026 Time: 6:00 PM - 8:00 PM PST Location: Maggiano’s Little Italy, 3055 Olin Ave, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: David Farkouh, Financial Advisor Taking full advantage of tax certainty while planning for changes to come. This is an informational seminar. There is no cost or obligation | Nuveen 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. | 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. The Ameriprise office is located at225 W. Santa Clara St, Ste 1600 San Jose CA 95113Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8681278ACMR0126
Market and Economic Outlook Webinar Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:30 PM PST Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) - Ameriprise Financial Hosted By: David Farkouh, Financial Advisor Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. 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.
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 AM - 5:30 AM 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 As America’s population ages,more individuals will qualify for Medicare each year—yet many find the processconfusing. Join us for an informative seminar designed to help you navigate Medicare with confidence. What You’ll Learn: •An introduction to Medicare: coverage and costs •How and when to enroll •Coordinating Medicare with other insurance •Resources to support your journey