Social Security - Preparing for Retirement Date: Wednesday, November 19, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Craig LoConte, Director - MFS Investments Hosted By: Todd Hubley, Regional Vice President with Ameriprise Financial Sponsored By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Social Security - Preparing for Retirement Date: Wednesday, February 25, 2026 Time: 12:00 PM - 12:45 PM EST Join this event online Presented By: Andrew Gordon, Business Development Strategist - MFS Investments Hosted By: Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: MFS Investments Duringthis complimentary session, we’ll address important components of SocialSecurity benefits. We’ll talk about how Social Security benefits are calculatedand discuss options for anyone who has ever been married, as well as the roleof taxes and your retirement plan. We’ll also look at the newly passed SocialSecurity Fairness Act, which may increase Social Security benefits for peoplewith a non-covered pension through the elimination of the Windfall EliminationProvision (WEP) and the Government Pension Offset (GPO). For more information: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. MFSand its representatives are not affiliated with Ameriprise Financial. Alwaysconsult a Social Security agent or attorney regarding your specific SocialSecurity decisions. AmeripriseFinancial, Inc. does not offer tax or legal advice. Consult with a tax advisoror attorney. Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc.All rights reserved.
Plan to give more: Estate Planning Date: Wednesday, September 10, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: David Houston,, Director Advance Strategies - Riversource Life Insurance Company Hosted By: Todd Hubley, Regional Vice President, Ameriprise Financial Services LLC 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 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
Behavioral Finance Date: Wednesday, June 4, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Samuel Ventola, Sales Director - First Eagle Investments Hosted By: Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC Volatilityin the markets is not an uncommon phenomenon, it happens each year. It’s notmarket volatility but rather our reaction to it that tends to have the biggestimpact on portfolio performance over time. First Eagle’s Behavioral Financepresentation is designed to help ensure that emotional decisions don’t deraillong-term investment strategies based on financial goals. Thegoal of the program is to help: •Understand how our emotions and behaviors can impactinvestment decisions •Instill healthy financial behaviors •Focuson goals and not 24-hour news cycle This is aninformational seminar. There is no cost or obligation. First EagleInvestments and its representatives are not affiliated with Ameriprise Financial,Inc. 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. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 AmeripriseFinancial, LLC. All rights reserved.
Simple Safeguards: How to stay safe from Identity theft and Cybercrime Date: Wednesday, April 2, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jeff Lanza Retired FBI Agent, Keynote Speaker, Former FBI Agent Hosted By: Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: John Hancock Investments The presentation will focus on these areas: The impact of technology, Understanding the threats, Protecting you and your family, Accountability and support. This is an informational event. There is no cost or obligation. John Hancock Investment Management 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.