Upcoming events

Shred Day Event

CDT

In the parking lot of our Ameriprise office, 3610 Shire Blvd., Richardson, TX 75082

Ecclesiastes Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

PLEASE JOIN US FOR OUR SHRED DAY IN THE PARKING LOT OF OUR OFFICE.

A SHREDDING TRUCK WILL BE ON SITE TO SECURELY SHRED YOUR CONFIDENTIAL DOCUMENTS.

ACCEPTED ITEMS: PAPER, ENVELOPES, MANILA FOLDERS, PRONG FASTENERS, STAPLES,

SMALL METAL BINDER CLIPS, RUBBERBANDS

PLEASE REMOVE: 3-RING BINDERS, PLASTIC SHEET PROTECTORS, CDs

Have any gently used prescription eyeglasses?

Please bring them and drop them off at our check in table. We will be donating them to a local charity who has equipment to decipher the prescription and will pair them up with someone in need.

For more information: email us at michelle.collis@ampf.com

Due to compliance reasons, we are unable to receive or hold any documents for shredding prior to our shred event. There is no cost or obligation to attend.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIEDFINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.6519674ACMR0424

Understanding Medicare A to D

CDT

Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231#

Join this event online

Jeff Nymark, Senior VP - First Eagle Funds

Ecclesiastes Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Please plan to join the Microsoft Teams event to listen in and view the presentation.

To reserve a spot: email us at michelle.collis@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Past events

Big Questions for a Better Retirement

CDT

Seminar1! Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559

Join this event online

Eric Magyar, Defined Contribution Specialist - Janus Henderson

Ecclesiastes Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123