Upcoming events

Sip and savor! Join us for a wine tasting!

EDT

Lower Falls Wine Company , 2366 Washington Street, Newton , MA 02462

Ameriprise Financial Services LLC

Ameriprise Financial Services LLC

Drew Zinman - Victory Capital

Enjoy a related evening at a favorite local spot. Sip, swirl and savor a curated wine selection while enjoying great company. Whether you're a seasoned enthusiast or simply curious, this is a perfect way to unwind and discover new favorites. 
To reserve a spot: call us at 401.824.2559 or email us at ashley.whalen@ampf.com
RSVP Online

Understanding Medicare

EDT

Join this event online

Brooke Baker, Practice Management Specialist - Manulife John Hancock Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

For more information: call us at 401.824.2559 or email us at ashley.whalen@ampf.com

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

This event is sponsored by John Hancock. John Hancock and their 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Securitiesoffered by Ameriprise Financial Services, LLC Member FINRA and SIPC

©2026 Ameriprise Financial LLC. All rightsreserved. 8781890/ACMR0226

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

For more information: call us at 401.824.2559 or email us at ashley.whalen@ampf.com

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.

©2026 Ameriprise Financial Inc. All rights reserved. 8739729ACMR0226

Past events

Making Yourself a Difficult Target for Cyber Criminals: Personal Security Insights

EDT

Join this event online

Gary Rossi, Former FBI Agent, Head of Personal Security Insights Program - Fidelity Investments

Kellie Jacques, Vice President Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary presentation, we’ll discuss: • The impact of technology – your digital footprint • Proven strategies for safeguarding your wealth • Protecting you and your family • Accountability and support Event Description (required); max 1,500 characters

This is an informational seminar. There is no obligation or cost for this event. This event is sponsored by: Fidelity Investments. Fidelity and their 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 a 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.

©2026 Ameriprise Financial LLC. All rights reserved. 8844144ACMR0426

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

Join this event online

John Leahy, Regional Vice President - Ameriprise Financial Services, LLC

Kellie Jacques, Financial Advisor

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- OmniView

- Using e-Signature

- Personalize your Accounts

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 ©2026Ameriprise Financial, Inc. All rights reserved 8736426ACMR0226