Grillin' and Chillin' Date: Tuesday, June 30, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Gina Mustoe, Top Chef Amateur Winner - GiGi Cooks Hosted By: JC Collins, Branch Manager Sponsored By: Ameriprise Financial Services, LLC Get ready to fire up the grill and have some fun with bourbon! We’ll be diving into how bourbon can seriously level up your summer grilling. Gina will be sharing some tasty recipes, including BBQ bourbon bacon jam and a flavorful bourbon marinade – and yes, we’ll be shaking up a few bourbon drink recipes, too! For more information: call us at 937.291.4200 or email us at candice.cockerham@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC @2026 Ameriprise Financial Inc. All rights reserved. 8839059ACMR0326
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, July 28, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services LLC Sponsored By: Ameriprise Financial Services LLC Learnabout the following: - Get “on-the-go” access - Message Center - Statements & Documents - OmniView - Using e-Signature - Personalize your Accounts For more information: call us at 937.291.4200 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. 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 ©2026Ameriprise Financial, Inc. All rights reserved 8736426ACMR0226
Making Yourself a Difficult Target for Cyber Criminals: Personal Security Insights Date: Tuesday, August 18, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Gary Rossi, Former FBI Agent, Head of Personal Security Insights Program - Fidelity Investments Hosted By: JC Collins, Branch Manager Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we’ll discuss: · The impact of technology – your digital footprint · Proven strategies for safeguarding your wealth · Protecting you and your family · Accountability and support For more information: call us at 937.291.4200 or email us at candice.cockerham@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. 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 ©2026 Ameriprise Financial, Inc. All rights reserved 8736426ACMR0226
Understanding Medicare Date: Tuesday, September 29, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Brooke Baker, Practice Management Specialist - Manulife John Hancock Investments Hosted By: JC Collins, Branch Manager Sponsored By: Ameriprise Financial Services, LLC Topics covered during this presentation: Medicare parts and when to enroll Medicare costs Medigap Medicare Advantage Working past 65 For more information: call us at 937.291.4200 or email us at candice.cockerham@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. 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 ©2026 Ameriprise Financial LLC. All rights reserved. 8781890/ACMR0226
Economic and Market Outlook Date: Tuesday, October 20, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: JC Collins, Branch Manager Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual 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 937.291.4200 or email us at candice.cockerham@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. 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. ©2026 Ameriprise Financial Inc. All rights reserved. 8739729ACMR0226
Family Love Letter Date: Tuesday, November 10, 2026 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: JC Collins, Branch Manager Sponsored By: Ameriprise Financial Services, LLC What is it? It is the gift of Information 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” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather pertinent information o The longer we live, the longer, deeper and wider our paper trail For more information: call us at 937.291.4200 or email us at candice.cockerham@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no obligation or cost for this event. Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2026 Ameriprise Financial LLC. All rights reserved. 8739803ACMR0226
Why Social Security Matters: And how to get the most out of it Date: Tuesday, May 19, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Robert Kron, CFP®, Managing Director, Advisor Education - NUVEEN Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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 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
Economic and Market Outlook Date: Tuesday, April 28, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services LLC Sponsored By: 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 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 Date: Thursday, March 26, 2026 Time: 6:00 PM - 9:00 PM EDT Location: Sycamore Creek Country Club, 8300 Country Club Ln, Springboro, OH 45066 Presented By: Ameriprise Financial Services, LLC , Managing Director, Advisor Education - Nuveen Hosted By: Ameriprise Financial Services, LLC Sponsored By: Nuveen Social Security Seminar presented by Robert Kron with Nuveen. Dinner and drinks will be provided during the event. This is an informational seminar. There is no cost or obligation. Nuveen and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.8741863ACMR0226
GenAI: From Experimentation to Transformation Date: Tuesday, March 24, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Blair McGreenery, Director, Business Development - Alkeon Capital Management Hosted By: Ameriprise Financial Services LLC Sponsored By: Ameriprise Financial Services, LLC Topics covered inthis presentation: · Outlook on the emerging wave of technological innovation and AI,which we expect to be wide in scope, transformative and highly disruptive. · The Tipping Point for Generative AI: Massive Computing Power,Data, and the Invention of the Transformer Model · A Step Back: A Historical Review and Early Stages of the AIRevolution · For businesses this means fundamentally changing how the world’slargest industries operate · Importance of Remaining Selective when Investing across the Technology “Stack” This is an informational seminar. There is no cost or obligation. This event is sponsored by Alkeon Capital Management. Alkeon 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 risk including possible loss of principal and fluctuation in value. 8726476ACMR0126