Upcoming events

Identity Theft: What can I do to protect myself?

EDT

Join this event online

Wendy Goodyear from American Century, MBA, CETF | Vice President, Regional Wealth Management Consultant

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.

To reserve a spot: call us at 239.347.2547 Ext. 1 or email us at joe.enders@ampf.com
RSVP Online

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.

Social Security & Medicare: Cornerstones of Retirement

EDT

You must RSVP to receive access credentials for this event or seminar.

Justin Morse , Practice Management Specialist - Victory Capital

Ameriprise Financial Services, LLC - Southern States Region

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

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

Past events

Common Types of Fraud: How to protect yourself and your loved ones

EDT

jF34cR9Q

Join this event online

Carl Chaput, Branch Manager Managing Director - Ameriprise Financial

Carl Chaput

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

EDT

Ruth Chris , 23151 Village Shops Way, Bonita Springs, FL 33928

Carl Chaput, Branch Manager Managing Director - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC -

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

EDT

You must RSVP to receive access credentials for this event or seminar.

Doug Orton, CRPC, Vice President, Business Development Consultant - MFS

Southern States Region of Ameriprise Financial, LLC

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

Family Love Letter

EST

Ameriprise Financial, 1st Floor, Conference Room, 11175 Cicero Drive, Alpharetta, GA 30022-1166

Karen Drancik, Senior VP with Neuberger Berman

Joe Enders Financial advisor with Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance ofworking with your family and financial advisor to document your wishes.

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

This event is sponsored by: Neuberger Berman. 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.

Family Love Letter

EST

Ameriprise Financial, 1st Floor, Conference Room, 11175 Cicero Drive, Alpharetta, GA 30022-1166

Karen Drancik, Senior VP with Neuberger Berman

Joe Enders Financial advisor with Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

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

This event is sponsored by: Neuberger Berman. 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