Are you Leveraging all the Technology available to you at Ameriprise ? Date: Tuesday, June 17, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature - Personalize your Accounts 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. 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 7767859ACMR0325
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 To reserve a spot: call us at 203.349.4317 or email us at marie.c.susara@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
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 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. 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
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
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.
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
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM Location: Presented By: Karen Ireland, CRPC , Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated- Options for anyone who has ever been married - The role of taxes in your retirement plan This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA andSIPC©2025 Ameriprise Financial Inc. all rights reserved.
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.
Washington Update Date: Tuesday, January 28, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider. 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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124