Upcoming events

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

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Join this event online

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

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learnabout the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- Using e-Signature

- Personalize your Accounts Event Description (required); max 1,500 characters
For more information: call us at 513.984.9700

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 ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325

7 Things No One Tells You About Retirement

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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Ameriprise Financial Services, LLC

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 513.984.9700

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

Columbia Threadneedle 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. 7610697ACME0226

Securing Your Retirement

EDT

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Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· Rules of retirement benefits

· Individual, spousal, and survivor benefits

· Collection strategies
For more information: call us at 513.984.9700

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. 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.

© 2025 Ameriprise Financial Inc. All rights reserved. 7713917ACMR0325

Past events

Wine Tasting Event at Oakley Wines

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Oakley Wines , 4011 Allston St , Cincinnati , OH 45209

Pat Scorzelli with Neuberger Berman & Corey Hock with Natixis

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Could you use a relaxing evening this spring? Join us for a complimentary wine tasting at Oakley Wines. We will have complimentary wine and snacks! Oakley Wines has a beautiful indoor and outdoor space to enjoy! We look forward to having you join us for our event!

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Ameriprise Financial Services, LLC

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.

Turns in the Road: Navigating through transitions

EDT

Cooper's Hawk , 8080 Montgomery Rd, Cincinnati, OH 45236

Mac Deegan , Vice President, Unit Investment Trust - First Trust Portfolios

Ameriprise Financial Services, LLC

During this complimentary session, we’ll provide an economic update. We will also provide a broad market perspective update, go in depth on falling rates and inflation, and we will also discuss equity index concentration and market breadth.

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

This event is sponsored by: First Trust Portfolios. This sponsor and representative 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.

Family Movie Night - "Snow White"

EDT

Kenwood Theatre , 5901 E Galbraith Rd , Suite 200, Cincinnati, OH 45236

Eaton Vance , Regional Director - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Looking for something fun to do with the whole family? Ameriprise would like to invite you out to enjoy a fun family friendly movie at our local theater. Concessions will be available as part of the event. Come and have a good time. We look forward to seeing you there. Space is limited, so don’t delay in reserving your seat(s).

Social Security: Preparing for Retirement

EDT

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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 planEvent Description (required); max 1,500 characters

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.