Generational Wealth: Understand, Plan and Communicate Date: Tuesday, April 21, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: DOUG ORTON, CRPC, VICE PRESIDENT, BUSINESS DEVELOPMENT CONSULTANT - MFS Hosted By: Ameriprise Financial Generational wealth — understand, plan, and communicate - Building a legacy that lasts beyond a lifetime. As you set and then communicate goals for your family, these three things can help: • Understanding why transfers of wealth often “fail” •Being familiar with what planning steps you can take to help avoid these common costly mistakes •And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce thelikelihood that they will make mistakes when the time comes. For more information: call us at 704.916.6892 or email us at carolyn.parks@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. MFS is 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.8785886ACMR0326
2026 Economic and Market Outlook Webinar Date: Tuesday, January 27, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Russell Price, CFA, Chief Economist - Ameriprise Financial Hosted By: Ameriprise Financial During this presentation, we will discuss: •Current Conditions and the economic outlook •Market Conditions •Investment Implications This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8641069ACMR1225
Understanding Medicare: The Ins and Outs of Medicare Coverage Date: Tuesday, November 18, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Charley Fry, Senior Vice President, John Hancock Hosted By: Ameriprise Financial Charlotte Branch Sponsored By: John Hancock During this complimentary presentation we’ll discuss the history of Medicare and the basics of what Medicare is, what it covers, who is eligible, and when you should enroll. We’ll discuss Medicare costs as well as how people fill in the gaps in Medicare. And we will talk about Medicare Advantage plans and what you need to know if you plan on working past 65. Presented by Charley Fry with John Hancock. This is an informational seminar. There is no cost or obligation. John Hancock 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Generational Wealth: Understand, Plan, and Communicate Date: Tuesday, October 21, 2025 Time: 5:30 PM - 8:00 PM EDT Location: Fish Market Bar & Grill, 990 Market Street, Fort Mill, SC 29708 Presented By: Steve Mazzarell, Senior Regional Consultant - MFS Fund Distributors, Inc. Hosted By: Janet North, CFP®, MBA, Financial Advisor Please join me for a dinner and seminar regarding Generational Wealth and Estate Planning. We will cover how to understand, plan and communicate your estate plan and ways to effectively build and transfer generational wealth. We will cover common mistakes to avoid. We will also share tools and resources to aid the family wealth discussion, and how to communicate with clarity. To best support answers to common questions, I have invited Heath Myers, an Estate Attorney at Morton & Gettys Attorneys at Law, to join us for Q&A following the presentation. We encourage you to bring a guest. As you consider your guests, please consider your parents or adult children or another close friend or family. Be sure to RSVP for all who are planning to attend. This is an informational seminar. There is no cost or obligation. Sponsored by MFS MFS, Morton & Gettys Attorneys at Law, 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. 8276243/ACMR0825
7 Things No One Tells You About Retirement Date: Tuesday, September 16, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Robert Carpenter, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Southern States Region of Ameriprise Financial Services, LLC Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work. Learn more about: 1. Retirement history reveals a lot 2. The wrong top 10 list 3. The unspoken side of retirement 4. Major transition miscalculation 5. Where cliche advice goes wrong 6. The broken record of longevity 7. Retirement’s greatest paradox 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 services provided by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments also sponsored the event and is an affiliate of 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. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8258986ACMr0825
Join Us for a Back to School Shred Event Date: Monday, August 11, 2025 Time: 8:30 AM - 5:00 PM EDT Location: South Park and Ballantyne Offices, 4521 Sharon Road, Suite 300, Charlotte, NC 28211 Hosted By: Branch Manager Mike Phillips & The Charlotte Office of Ameriprise Financial, LLC August 11th - 15th: Bring in school supplies to be donated and old documents that need to be shredded. There is no cost or obligation. We are not able to accept cash or check donations at this event. Third-party companies mentioned are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All Rights Reserved. 8110242ACMR0725