The Tax Calm Before the Storm - Taking full advantage of tax certainty while planning for changes to Date: Wednesday, February 25, 2026 Time: 6:00 PM - 8:00 PM PST Location: Maggiano's Little Italy, 3055 Olin Ave, San Jose, CA 95113 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: James Park, Branch Manager Sponsored By: Nuveen This is an informational seminar. 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Outlook Webinar Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA), Chief Economist - Ameriprise Financial, Inc. Hosted By: James Park, Branch Manager Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to beheld and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
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 - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: James A. Frisone CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments As America’s population ages, more individuals will qualify for Medicare each year—yet many find the process confusing. Join us for an informative seminar designed to help you navigate Medicare with confidence. What You’ll Learn: •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. 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
Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth" Date: Friday, July 18, 2025 Time: 5:00 PM - 7:30 PM PDT Location: AMC Saratoga, 700 El Paseo de Saratoga, San Jose, CA 95130 Hosted By: San Jose Branch Sponsored By: First Eagle, PGIM, Lord Abbett, NYLI and Macquire Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth” There is no cost or obligation. This event is sponsored by: First Eagle, PGIM, Lord Abbett, NYLI and Macquire. 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 fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.