Upcoming events

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
For more information: call us at 937.291.4200

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

Past events

7 Things No One Tells You About Retirement

EDT

Join this event online

Russel Gentile , Senior Regional Consultant - Columbia Threadneedle Investments

Ameriprise Financial Services, LLC

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

Disclosures With FormThisis an informational seminar. There is nocost or obligation.

ColumbiaThreadneedle Investments (Columbia Threadneedle) is the global

brandname of the Columbia and Threadneedle group of companies.

Investment products offered through ColumbiaManagement Investment Distributors, Inc., member FINRA. Advisory service provided by ColumbiaManagement Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. Investment products are not insured by theFDIC, NCUA, or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risk includingpossible loss of principal and fluctuation in value. 7610697ACME0226atting (optional)

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

Join this event online

John Leahy , Regional Vice President - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn about the following:

  • Get "on-th-go access
  • Message Center
  • Statements & Documents
  • Total View
  • Using e-Signature
  • Personalize your Accounts

This is aninformational 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, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value.

Securities offered by Ameriprise FinancialServices, LLC Member FINRA and SIPC ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325