Upcoming events

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

James F. Stuart, Branch Manager - Financial Advisor

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

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.

Past events

Understanding Medicare

EDT

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Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

James F. Stuart, Branch Manager - Financial Advisor

Ameriprise Financial Services, LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

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

Plan to give more: Estate Planning

EDT

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David Houston,, Director Advance Strategies - Riversource Life Insurance Company

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

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

Securing Your Retirement

EDT

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Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock

James F. Stuart, Branch Manager - Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

  • Rules of retirement benefits
  • Individual, spousal, and survivor benefits
  • Collection strategies

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

New Haven Pizza Tour

EDT

Sally's Apizza , 237 Wooster Street, New Haven, CT 06511

Ameriprise Financial Services, LLC

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.