Upcoming events

7 Things No One Tells You About Retirement

EDT

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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

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

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 617.912.3195 or email us at Drew.London@ampf.com

Thisis an informational seminar. There is nocost or obligation.

ColumbiaThreadneedle Investments (Columbia Threadneedle) is the global

brandname 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

Past events

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

EDT

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

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

Ameriprise Financial Services, LLC

Learnabout the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- Using e-Signature

- Personalize your Accounts

This is aninformational 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

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

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

Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

Thisis an informational seminar. There is nocost 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. 7540869ACMR0125

Washington Update

EST

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Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial

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

Ameriprise Financial Services, LLC

Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider

Thisis 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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124