Market & Economic Update Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) - Ameriprise Financial Hosted By: James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA® Ameriprise Chief Economist, Russell Price will share his perspectives on the generalmarket outlook, including market conditions and potential investmentimplications. 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. ©2025 Ameriprise Financial, Inc. All rights reserved.
7 Things No One Tells You About Retirement Date: Thursday, October 2, 2025 Time: 1:00 PM - 3:00 PM PDT Location: Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612 Presented By: Douglas Lewis , Senior Regional Advisory Consultant Asset Management - Southern California & Las Vegas - Columbia Threadneedle Investments Hosted By: Jermaine Jamison CFP®, BFA™, AWMA℠, APMA™ Lunch seminar on retirement Jermaine Jamison CA License # 0G36987This 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 Advisers, LLC. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management investment Advisers, 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8390505ACMR0925