Upcoming events

Why Social Security Matters

EDT

Join this event online

Robert Kron, CFP®, Managing Director - Nuveen

Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC

Why Social Security Matters

For more information: call us at 386.677.9274 or email us at mearswealthmanagement@ampf.com

This is an informational event. 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 Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 5925589ACMR0923

Past events

Are you leveraging all the technology available to you at Ameriprise

EDT

Join this event online

Dylana Hopler, CFP®, CRPC® , Complex Director - Ameriprise Financial Services, LLC

Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC

Learn more about the following:

•Get “on-the- go” access•Message Center •Statements & Documents•Total View•Using e-Signature •Personalize your Accounts

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved. 5435498ACMR0223

THE ROAD AHEAD: NAVIGATING INFLATION, RISING RATES, AND VOLATILTY

EDT

Daytona 500 Room, One Daytona Blvd., Daytona Beach, FL 32114

Paul Peterson, Vice President - First Trust Portfolios

Daytona Beach Office of Ameriprise Financial, LLC

During this complimentary session, we'll discuss the current state of the economy, positioning for inflation, rising rates and volatility, and how to maintain a long-term perspective in volatile times.

THIS IS AN INFORMATIONAL SEMINAR.THERE IS NO COST OR OBLIGATION.

FIRST TRUST AND ITS REPRESENTATIVESARE 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 SERVICES, LLC.MEMBER FINRA AND SIPC.

© 2023 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED

1,000 PLACES TO SEE BEFORE YOU DIE

EDT

Join this event online

Patricia Schultz

Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC

Travel guru and author of the #1 New York Times bestseller 1,000 Places to See Before You Die, Patricia Schultz will share her expert insights on all things travel. A veteran travel journalist with over 30 years of experience writing for Frommer’s, Berlitz, and Access travel guides as well as the Wall Street Journal, Conde Nast Traveler and more, Patricia is sure to inspire the world traveler in everyone.

This is an informational seminar. There is no cost or obligation. Patricia Schultz is not affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5682565ACMR0523

Shredding Event

EDT

Ameriprise Financial Daytona, One Daytona Blvd. , Daytona Beach, FL 32114

Derek S. Mears and The Daytona Beach Office of Ameriprise Financial

Too much paper? Don't dread it...shred it! Shred your confidential records safely and securely at no charge. Drive up and drop off! An Ameriprise representative will be there to greet you. Bring any unwanted documents and shred them while you watch or drop and go. A shred pros truck will be on-site.

Please join us at the Northeast corner of the NASCAR / Ameriprise building.

There is no cost or obligation.

Family Love Letter – How Every Family Can Prepare

EDT

Join this event online

Karen Drancik, Senior Vice President - Neuberger Berman

Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC

Estate Planning

This is an informational seminar. There is no cost or obligation. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial Services, LLC. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2022 Ameriprise Financial, Inc All rights reserved. 47744394ACMR0622