Past events

Understanding Medicare: The ins and outs of Medicare coverage

CDT

Paesanos , 555 E Basse Rd, San Antonio, TX 78209

Ian Moreau, Regional Business Consultant - John Hancock Investment Management

Mesquite Wealth Management Group, A private wealth advisory practice of Ameriprise Financial, LLC

During this complimentary presentation we’ll discuss the basics of Medicare and some important details you should know including:

· The history of Medicare

· Medicare parts & when to enroll

· Medicare costs

· Medigap

· Medicare Advantage

· Working past 65

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

Boomer Benefits, John Hancock and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved.

Protect Yourself From Yourself

CDT

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

Patrick Spero, Regional Advisor Consultant - Columbia Threadneedle Investments

Mesquite Wealth Management Group, A private wealth advisory practice of Ameriprise Financial, LLC

Humans are smart. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing. In this seminar, learn why we make emotional decisions about our money, and how to get the most out of your investments — despite your instincts.

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisors, LLC.

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.

Columbia Threadneedle and Ameriprise Financial Services, LLC, are affiliated. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

The Financially Confident Women

CDT

Painting with a Twist , 555 W Bitters Rd, San Antonio, TX 78216

Gerrilee Hartman, Regional Vice President - RiverSource Annuities

Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC

You’ve provided for yourself and likely others, too — now it’s important to make sure you’ve taken the right steps to live confidently in retirement.

Learn how to:

• Determine income sources to cover essentials

• Maintain your same lifestyle in retirement

• Prepare for the impact of unexpected events

• Create a legacy for those you love or causes you care about

Insurance and annuity products will be discussed at this event.

Variable annuities are insurance products that are complex long-term investment vehicles that are subject to market risk, including the potential loss of principal invested. Before you invest, be sure to ask your financial professional about the variable annuity’s features, benefits, risks and fees, and whether the variable annuity is appropriate for you, based on your financial situation and objectives.

This is an informational presentation. There is not cost or obligation. Before you purchase a life insurance policy or annuity contract, be sure to ask your financial advisor to explain the features, benefits, risks and fees, and whether the product is appropriate for you based upon your financial situation and objectives.

The Ameriprise Financial Services, LLC insurance agency license number is ‘CA License #0684538’.

RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021-2022 Ameriprise Financial, Inc. All rights reserved.

The Tax Times Have Changed: Strategies for today's tax, economic, and financial market landscape

CDT

Shorty's Cafe, 7901 N US HWY 181, Hobson, TX 78117

Devin Hamilton, VP, Wealth Advisor Consultant - Nuveen

Mesquite Wealth Management Group, A private wealth advisory practice of Ameriprise Financial, LLC

During this complimentary session, you’ll learn:

· How to strategize and implement effective tax strategies

· How to leverage the market in your favor

· The most trustworthy vehicles for this new tax climate

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

This seminar is sponsored by Nuveen.

Nuveen and its representatives are notaffiliated 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Social Security: Preparing for Retirement

CDT

Paesano's 1604, 3622 Paesanos Parkway, San Antonio, TX 78231

Jason Grimes, Senior Regional Consultant - MFS

Mesquite Wealth Management Group, A private wealth advisory practice of Ameriprise Financial, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

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

MFS 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved