Past events

Volatility has Arrived!

EST

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Bryce Gill, Economist - First Trust Advisors

James W Buzgo, CFP®, CPWA®, CIMA®, Private Wealth Advisor

Ameriprise Financial Services, LLC

Join us for a complimentary presentation:

- The Monetary Tailwind

- Personal Consumption: Goods vs Services

- The Return of Energy Independence

- Interest Costs

- A Recession Unlike Any Other

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

First Trust 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.

© 2022 Ameriprise Financial Inc. All rights reserved.

Family Love Letter: How Every Family Can Prepare

EST

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Cheri Brooks, Senior Vice President, Head of Neuberger Berman Advisor Institute - Ameriprise Financial Services, LLC

James W Buzgo, CFP®, CPWA®, CIMA®, Private Wealth Advisor

Ameriprise Financial Services, LLC

Duringthis complimentary session, we’ll discuss:

· Roadmap for the next generation

· Stories, hopes & desires…in theevent of incapacity or loss

· The Link- “voice of family dynamics”

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.

©2022 Ameriprise Financial Inc. All rights reserved.

Plan to Give More: Estate Planning Strategies

EST

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David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James W Buzgo, CFP®, CPWA®, CIMA®, Private Wealth Advisor

Ameriprise Financial Services, LLC

What type of legacy will you leave?

Join us for a complimentary special presentation:

Plan to give more.

- Control how your estate is distributed

- Give to loved ones or charities important to you

- Help reduce taxes and leave a larger legacy

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

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC © 2021 Ameriprise Financial, Inc. All rights reserved

How to Stay Safe From Identity Theft & Cybercrime

EDT

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Jeff Lanza, Retired FBI Agent, Keynote Speaker - John Hancock

James W Buzgo, CFP®, CPWA®, CIMA®, Private Wealth Advisor

Ameriprise Financial Services, LLC

Duringthis complimentary session, we’ll discuss:

· The impact of technology

· Protecting you and your family

· Understanding the threats

· Accountability and support

This is an informational seminar. There is no cost or obligation. John Hancock 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 depositor 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.

©2022 Ameriprise Financial, Inc. All rights reserved. 4796104ACMR0623

Social Security: Preparing for Retirement

EDT

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Doug Orton, CRPC, Vice President, Business Development Consultant with MFS Investment Management - MFS

James W Buzgo, CFP®, CPWA®, CIMA®, Private Wealth Advisor

Ameriprise Financial Services, LLC

Duringthis complimentary session, we’ll discuss:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies for married couples

- Taxes and your retirement plan

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

MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risk including possible loss of principal and fluctuation of value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2022 Ameriprise Financial LLC. All rights reserved. 4151120ACMR0122