An All Weather Approach to Investing Date: Thursday, November 6, 2025 Time: 12:00 PM - 2:00 PM PST Location: Fleming's Prime Steakhouse, 2762 Augustine Dr, Ste 110 , Santa Clara, CA 95054 Presented By: Andrew Williams, Regional Manager - Northern California - Lord Abbett Hosted By: San Jose Branch Sponsored By: Lord Abbett, T Rowe Price, John Hancock and JP Morgan During this complimentary session, we’ll discuss four main topics to help put recent events in perspective and explore important investing lessons along the way. We’ll discuss how: The Market Tends to Reward Long-Term Investors Weakness Presents Buying Opportunities Time in the Market Matters, Not Market Timing Diversification Is Important This is an informational seminar. There is no cost or obligation. Lord Abbett is not affiliated with Ameriprise Financial. This event is sponsored by:Lord Abbett, T Rowe Price, John Hancock and JPMorgan. These sponsors 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 fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. AMP5594587.5
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President - First Eagle Hosted By: Jamie Frisone CFP®, CHFC®, CRPC®, AWMA® Regional Vice President with Ameriprise Financial 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 thefollowing: 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. 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
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: James A. Frisone, III, 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 Social Security Preparing for Retirement. This is an informational seminar. There is no cost or obligation. MFS Fund Distributors, Inc. And its representatives are not affiliated with Ameriprise Financial, Inc. 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. Allrights reserved. 7700666ACMR0325