Join us for a shredding event Date: Thursday, August 13, 2026 Time: 1:00 PM - 4:00 PM EDT Location: Ameriprise Financial Services office , 12800 University Drive, Suite 105, Fort Myers, FL 33907 Hosted By: Carl Chaput, Branch Manager Sponsored By: Ameriprise Financial LLC Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents. To reserve a spot: call us at 239.396.1177 or email us at kalie.kirwan@ampf.com RSVP Online Event registration Date: Time: 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar
Three Dimensions of Values Based Investing- Avoid, Embrace, Engage. Date: Thursday, September 3, 2026 Time: 9:00 AM - 10:00 AM EDT Location: Ameriprise Financial, 12800 University Drive , Fort Myers, FL 33907 Presented By: Greg Gunter, Regional Director - Ameriprise Financial Services, LLC Hosted By: Greg Gunter, Regional Director with Eventide Asset Management Sponsored By: Eventide Asset Management In this complimentary session, you'll explore the three dimensions of values-based investing—Avoid, Embrace, and Engage—and learn how your investment choices can reflect your personal values. Discover how investors can avoid companies that conflict with their principles, identify businesses that contribute positively to society, and engage with companies to encourage meaningful change. To reserve a spot: call us at 239.768.8809 Ext. 1 or email us at joe.enders@ampf.com RSVP Online Event registration Date: Time: 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. EventideAsset Management is not affiliated with Ameriprise Financial. This event is sponsored by Eventide AssetManagement. Thesesponsors and representatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Three Dimensions of Values Based Investing- Avoid, Embrace, Engage. Date: Thursday, September 3, 2026 Time: 12:00 PM - 1:00 PM EDT Location: Ameriprise Financial, 12800 University Drive , Fort Myers, FL 33907 Presented By: Greg Gunter, Regional Director - Ameriprise Financial Services, LLC Hosted By: Greg Gunter, Regional Director with Eventide Asset Management Sponsored By: Eventide Asset Management In this complimentary session, you'll explore the three dimensions of values-based investing—Avoid, Embrace, and Engage—and learn how your investment choices can reflect your personal values. Discover how investors can avoid companies that conflict with their principles, identify businesses that contribute positively to society, and engage with companies to encourage meaningful change. To reserve a spot: call us at 239.768.8809 Ext. 1 or email us at joe.enders@ampf.com RSVP Online Event registration Date: Time: 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. Eventide Asset Management is not affiliated with Ameriprise Financial. This event is sponsored by Eventide Asset Management. These sponsors and 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
Social Security & Medicare: Cornerstones of Retirement Date: Tuesday, September 22, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Justin Morse , Practice Management Specialist - Victory Capital Hosted By: Ameriprise Financial Services, LLC - Southern States Region Sponsored By: Ameriprise Financial Services LLc Why Social Security Matters For more information: call us at 239.936.1177 or email us at kalie.kirwan@ampf.com RSVP Online Event registration Date: Time: 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. Victory Capital 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. ©2026 Ameriprise Financial, Inc. All rights reserved. 8773131ACMR0226
Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, July 16, 2026 Time: 6:00 PM - 7:30 PM EDT Location: Ameriprise Financial Services office , 12800 University Drive, Suite 105, Fort Myers, FL 33907 Presented By: Carl Chaput, Branch Manager Managing Director - Ameriprise Financial Hosted By: Carl Chaput Sponsored By: Ameriprise Financial LLC During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Identity Theft: What can I do to protect myself? Date: Tuesday, June 30, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Wendy Goodyear from American Century, MBA, CETF | Vice President, Regional Wealth Management Consultant Hosted By: Joe Enders Financial advisor with Ameriprise Financial Services, LLC With identity theft cases rising and attacks becoming more sophisticated, this complimentary session will explore how identity theft happens, the growing tactics used by cybercriminals - including phishing, fake websites, social engineering, data breaches, and even AI‑driven scams - and the practical steps you can take to protect yourself. Thisis an informational seminar. There is no cost or obligation. AmericanCentury is not affiliated with AmeripriseFinancial. This event is sponsored by American Century. These sponsors and representativesare not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, June 11, 2026 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: jF34cR9Q Join this event online Presented By: Carl Chaput, Branch Manager Managing Director - Ameriprise Financial Hosted By: Carl Chaput Sponsored By: Ameriprise Financial LLC During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
2026 Market and Economic Outlook Date: Thursday, April 30, 2026 Time: 12:00 PM - 1:30 PM EDT Location: Ruth Chris , 23151 Village Shops Way, Bonita Springs, FL 33928 Presented By: Carl Chaput, Branch Manager Managing Director - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC - Sponsored By: American Century, JP Morgan, RiverSource, Natixis , Voya At Ameriprise, our experts in the Investment Research Group (IRG) are here to help make sense of what is happening in the markets and offer perspectives on the current environment. Based on the IRG’s latest insights, this presentation will highlight key market and economic updates for the first half of 2026 including key economic drivers, equity trends, and potential opportunities in fixed income. 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.
Generational Wealth- building a legacy that lasts beyond a lifetime Date: Tuesday, April 21, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Doug Orton, CRPC, Vice President, Business Development Consultant - MFS Hosted By: Southern States Region of Ameriprise Financial, LLC Sponsored By: MFS As you set and then communicate goals for your family, these three things can help: 1. Understanding why transfers of wealth often “fail” 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes.3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. Event Description (required); max 1,500 characters This is an informational seminar.There is no cost or obligation. MFS is not affiliated with Ameriprise Financial Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial,Inc. All rights reserved. 8785886ACMR0326