Upcoming events

Retain Your Brain

EST

Join this event online

Keith Olender, Advisor Consultant - Hartford Funds

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual event, we will be discussing:

· Your Age vs. Your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain

For more information: call us at 207.859.8877 or email us at carla.tyce@ampf.com

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

By registering for this event, you agree toy our personal data including, but not limited to, your name, company name,email address and registration form responses to be held and used by Ameriprise Financial Inc for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

This event sponsor is Hartford Funds. Hartford Funds and their representatives arenot 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 of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC@2025 8673280ACMR1225

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

For more information: call us at 207.859.8877 or email us at carla.tyce@ampf.com

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

Third party companies mentioned are not affiliated with Ameriprise Financial, Inc.

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. 8645409ACMR1225

Why Social Security Matters and How to Get the Most Out of It

EDT

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Robert Kron, CFP®, Managing Director, Advisor Education - NUVEEN

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Join us for this informative session designed to help you understand the critical role Social Security plays in your retirement strategy. During this complimentary presentation, we will cover:

· Dispelling the Myth of Insolvency

· Interpreting your Social Security Statement

· Understanding Primary Insurance Amount (PIA) and Its Calculation

· Exploring Additional Benefits

For more information: call us at 207.859.8877 or email us at carla.tyce@ampf.com

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

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial, Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial, Inc. will collect your personal data to administer the event.

This event is sponsored by NUVEEN. NUVEEN 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 @2025Ameriprise Financial Inc. all rights reserved. 8637533ACMR1225

Past events

Washington Update

EST

Join this event online

Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Elizabeth will discuss the 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 theFDIC, 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. 8524461ACMR1025

Family Love Letter

EST

Join this event online

Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- What the Family Love Letter Is

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

There is no obligation or cost for this event.

Cheri Brooks and Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2025 Ameriprise Financial LLC. All rights reserved. 7746536ACMR0325

Understanding Medicare

EDT

Join this event online

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

Ameriprise Financial Services, LLC

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

Women's Wellness Series: Financial Wellness

EDT

Vesta, 424 Walnut Hill Road, North Yarmouth, ME 04097

Taylor Markee, PMA, BFA, Financial Advisor at Ameriprise Financial - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

PGIM

Hosted and presented by Taylor Markee, Financial Advisor with Burd& Dalessandro Wealth Management, a private wealth advisory practice ofAmeriprise Financial, LLC

Please join us after the presentation for a Q&A discussionwith industry professionals to have your financial wellness questionsanswered! Let us know what questions you have prior to the event to makesure you get the answers.

Bring a friend and join us at Vesta to enjoy hor d'oeuvres,drinks, and relevant discussion.

Panelists include:

Taylor Markee, APMA, BFA: Financial Advisor at AmeripriseFinancial

Elizabeth Bjorn: Estate Attorney at Epstein & O'Donovan, LLP

Stacey Schuler-Cannon: Real Estate Agent, Coach, and owner of The Home Group

Mirissa Harrison: CPA and owner at North Point Financial Solutions

Sponsored by Laura Nardone with PGIM. Sponsors and invited guest are not affiliated with Ameriprise Financial. This is an informational seminar. There is no cost or obligation.

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Ameriprise Financial 70100 Ameriprise Financial Center | Minneapolis, MN 55474

The Compass is a trademark of Ameriprise Financial, Inc.

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.

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