Past events

Virtual Estate Planning

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed•Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy

This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.

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.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life

InsuranceCo. of New York, Albany, New York. Affiliated with Ameriprise FinancialServices, LLC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8810030ACMR0326

Golf Event

PDT

Journey Golf Course at Pechanga , 45000 Pechanga Parkway, Temecula, CA 92592

Danny Bonafede, Branch Manager/Financial Advisor

PGIM Investments and New York Life Investment Management

Swing By!

Join us for a relaxed and enjoyable day on the greens, complete with a friendly putting activity and complimentary hors d’oeuvres at Journey Golf Course!

There is no cost or obligation.

PGIM Investments and New York Lifeare not affiliated with Ameriprise Financial. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial,Inc. All rights reserved. 8825484ACMR0326