Securing Your Retirement Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: Rules of retirement benefits Individual, spousal, and survivor benefits Collection strategies For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security 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 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. 7713917ACMR0325
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 For more information: call us at 201.221.2700 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 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
Understanding Medicare Date: Tuesday, September 16, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC Topics covered during this presentation: o Medicare parts and when to enroll o Medicare costs o Medigap o Medicare Advantageo Working past 65 For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by John Hancock. John Hancock 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 risks including possible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424
Economic and Market Outlook Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: James F. Stuart, Branch Manager - Financial Advisor 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. For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Third party companies mentioned 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 Services, LLC. All rights reserved.
7 Things No One Tells You About Retirement Date: Tuesday, July 22, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: 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 This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name 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
New Haven Pizza Tour Date: Thursday, June 26, 2025 Time: 11:00 AM - 3:00 PM EDT Location: Sally's Apizza , 237 Wooster Street, New Haven, CT 06511 Hosted By: Ameriprise Financial Services, LLC Sponsored By: Tom Rossi, Goldman Sachs - Tom Bueti, Voya - Harrison Igoe, Carlyle Bring a friend for this casual fun-filled event offering a history-laden walking pizza tour from some of the top-rated pizzerias in the country.Sally's Apizza Modern Apizza Frank Pepe's Napoletana There is no cost or obligations to attend. The listed sponsors and representatives are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.
Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: • What is Medicare? • Choosing a Medicare Plan • Which option may be right for you? This is an informational seminar. There is no cost 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
Indoor Golf Networking Event Date: Thursday, March 27, 2025 Time: 5:30 PM - 8:30 PM EDT Location: Golf Lounge 18, Sportsplex, 85 Mill Plain Road, Suite# H, Fairfield, CT 06824 Presented By: James F. Stuart, Branch Manager, Financial Advisor Hosted By: Ameriprise Financial Services, LLC Sponsored By: Anthony J. Balboa, Lord Abbett & Rob Bilek, MFS Bring a Friend for this casual, fun-filled evening offers a perfect opportunity to expand your professional network while enjoying some friendly competition - no golf experience required! What to expect: Professional golf simulators with games suitable for all skill levels Light appetizers and refreshments provided. Golf pro available for quick tips and pointers! Networking between rounds There is no cost or obligation. Lord Abbett, MFS, and associated representatives are not affiliated with Ameriprise Financial.