Distribution Options for Workplace Transitions Date: Monday, September 8, 2025 Time: 9:00 AM - 10:00 AM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Joseph Peppe, Regional Vice President of Ameriprise Financial Services, LLC Hosted By: Matthew Tremaine, Private Wealth Advisor During this complimentary seminar, we’ll cover: · What’s in the Summary Plan Description (SPD) · How money can be moved out of a workplace savings plan · Compare and contrast employer plans and IRAs · Key points to consider when taking distributions This seminar has been approved for 1 hour of CPE credit. This is an informational seminar. There is no cost or obligation. To reserve a spot: email us at Jennifer.reddinger@ampf.com RSVP Online Event registration Distribution Options for Workplace Transitions Date: Monday, September 8, 2025 Time: 9:00 AM - 10:00 AM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar AmeripriseFinancial Services, LLC is registered with the National Association of StateBoards of Accountancy (NASBA) as a sponsor of continuing education on theNational Registry of CPE sponsors. State boards of accountancy have finalauthority on the acceptance of individual courses for CPE credits. Complaintsregarding registered sponsors may be addressed to National Registry of CPESponsors, 150 Fourth Avenue North, Suite 700, Nashville, TX 37219-2417 or byvisiting the web site: www.nasba.org. Ifyou have questions or concerns regarding your [Ameriprise] CPE credits, orprogram cancellation policy, please send a note toseminar.and.event.consulting@ampf.com. Ameriprise Financial, Inc. and its affiliatesdo not offer tax or legal advice. Consumers should consult with their taxadvisor or attorney regarding their specificsituation. 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.
Join us for National Day of Service Date: Friday, November 7, 2025 Time: 8:30 AM - 12:00 PM EST Location: Greater Pittsburgh Community Food Bank, 1 N. Linden Street, Duquesne, PA 15110 Hosted By: Spear, Tremaine and Associates Come spend time making a difference in our community. Please join us for the National Day of Service. For more information: email us at Julie.B.Tremaine@ampf.com RSVP Online Event registration Distribution Options for Workplace Transitions Date: Monday, September 8, 2025 Time: 9:00 AM - 10:00 AM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar