TOPGOLF - Social Security: Preparing for Retirement Date: Thursday, July 30, 2026 Time: 6:30 PM - 9:30 PM PDT Location: TopGolf, 258 Anza Boulevard, Burlingame, CA 94010 Presented By: Grant Martin, Senior Regional Consultant with MFS Financial Hosted By: Tali Alon, MBA, APMA®, CFP®, CDFA® Branch Manager | Private Wealth Advisor | Managing Director Sponsored By: Grant Martin Senior Regional Consultant with MFS Financial SocialSecurity: Preparing for Retirement To reserve a spot: call us at 650.226.8082 or email us at rebecca.1.king@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. Thereis no cost or obligation.Thisevent is sponsored by MFS Financial. MFS Financial and its representatives arenot affiliated with Ameriprise Financial. AmeripriseFinancial, Inc. does not offer tax or legal advice. Consumers should consultwith a tax advisor or attorney regarding their specific situation. CertifiedFinancial Planner Board of Standards, Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) inthe U.S. Investment products are not insured bythe FDIC, 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.Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026Ameriprise Financial, Inc. All rights reserved. 9014394ACMR0726
Estate Planning - What type of legacy will you leave? Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: David Houson, Director of Advanced Strategies with River Source Life Insurance Company Hosted By: Jamie Frisone, Regional Vice President •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 FinancialInvestment 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 orattorney regarding their specific situation.Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate foryou, based on your financial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource LifeInsurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8108503ACMR0725