Upcoming events

Big Questions for a Better Retirement

CDT

Seminar1! Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559

Join this event online

Eric Magyar, Defined Contribution Specialist - Janus Henderson

Jason K. Palmer, CFP®, CRPC®, APMA®, Private Wealth Advisor, Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid fou ndation for retirement readiness.

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

To reserve a spot: email us at michelle.collis@ampf.com

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Investment Themes

CDT

Join this event online

Chuck Hutchinson , Senior Vice President - Fidelity Institutional ®

Jason K. Palmer, CFP®, CRPC®, APMA®, Private Wealth Advisor with Ameriprise Financial Services, LLC

The future path of the economy and inflation remains unusually uncertain. Join us for a complimentary session where we will share insights on current market and economic conditions along with strategies and funds to consider that may help weather market volatility.

Thank you in advance for entering your name and email address to attend.

Register in advance by clicking on "join this event online button" and it will be added to your calendar.

To reserve a spot: email us at michelle.collis@ampf.com

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This is an informational seminar. There is no cost or obligation.

Fidelity Institutional ®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. ©2024 Ameriprise Financial, Inc. All rights reserved.

Shred Event

CDT

In the parking lot of our Ameriprise office, 3610 Shire Blvd., Richardson, TX 75082

Jason K. Palmer, CFP®, CRPC®, APMA®, Private Wealth Advisor Ameriprise Financial Services, LLC

PLEASE JOIN US FOR OUR SHRED DAY IN THE PARKING LOT OF OUR OFFICE.

A SHREDDING TRUCK WILL BE ON SITETO SECURELY SHRED YOUR CONFIDENTIAL DOCUMENTS.

ACCEPTED ITEMS: PAPER, ENVELOPES, MANILA FOLDERS, PRONG FASTENERS, STAPLES,

SMALL METAL BINDER CLIPS, RUBBER BANDS

PLEASE REMOVE: 3-RING BINDERS,

PLASTIC SHEET PROTECTORS, CDs

Have any gently used prescription eyeglasses?

Please bring them and drop them off at our check in table. We will be donating them to a local charity who has equipment to decipher the prescription and will pair them up with someone in need.

For more information: email us at michelle.collis@ampf.com

Due to compliance reasons, we are unable to receive or hold any documents for shredding prior to our shred event. There is no cost or obligation to attend.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIEDFINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.6519674ACMR0424