Upcoming Events

Behavioral Finance in Today’s Market

Presented by Mark Peterson, Director of Investment Strategy with BlackRock

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor

Ameriprise Financial Services Inc,

invites you to a special online webex/conference call seminar

Behavioral Finance in Today’s Market

Presented by MarkPeterson, Director of Investment Strategy with BlackRock

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

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

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC®Financial Advisor

CA insurance # 0E88832; AZ insurance #8558222

For more information: call us at 949.798.5551 or email us at kris.a.dlp@ampf.com

Paula Doroff, CIMA®, CFP®, CRPC®, Market Leader, Director, Investment Management Consultant, BlackRock

BlackRock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.
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Seminar Series: Empower Elevate Achieve: Financial Guidebooks for Women

Sarah Watson, Practice Management Specialist - Putnam

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor

Ameriprise Financial Services, Inc.

invites you to a special conference call and online webex seminar event,

Empower Elevate Achieve: Financial Guidebooks for Women by Putnam

Wednesday, July 31, 2019, 9 am– 10 am PST

The presentation will discuss: Women and wealth, challenges and opportunities,

financial life stage and action plan.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 598 324 869

For more information: call us at 949.798.5551 or email us at kris.a.dlp@ampf.com

Anne Kinsman, Putnam

PutnamInvestments and its representatives are not affiliated with AmeripriseFinancial.

Investment products arenot federally or FDIC-insured, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value.

AmeripriseFinancial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

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SEMINAR SERIES: 5 things most families don’t know about taking out student loans, but should

Cozy Wittman, Associate - College Inside Track

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event, 5 things most families don’t know about taking out student loans, but should by College Inside Track

Wednesday, August 28, 2019, 9 am– 10 am PST

The presentation will discuss: Student Loans, Financial Aid, Scholarships

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 000 950

For more information: call us at 949.798.5551 or email us at kris.a.dlp@ampf.com

Chris Wills, President, College Inside Track

College Inside Track and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

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to Calendar

SEMINAR SERIES: Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with

AJ Helgerson, Regional Marketing Director - Delaware Investments

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event, Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse-Creating Financial Harmony

Monday, September 30, 2019, 9 am– 10 am PST

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 545 274

Kris De LaPena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® FinancialAdvisor

CA insurance # 0E88832, AZ insurance #8558222

For more information: call us at 949.798.5551 or email us at kris.a.dlp@ampf.com

AJ Helgerson, Regional Marketing Director, Delaware Investments

Delaware Investments and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

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to Calendar

Past Events

Retirement Readiness Series - 4 Part Event

Gibbs Wilson, Chairman National Christian Foundation of Tampa Bay

Kris De La Pena, a private wealth advisory practice of Ameriprise Financial Services, Inc.

ARE YOU READY TO RETIRE?

HAVE YOU THOUGHT ABOUT YOUR TIME, HEALTH, AND HOW TO PREPARE? JOIN US FOR A 4 PART SERIES ON THE NON-FINANCIAL ASPECTS OF YOUR RETIREMENT!

Wednesdays in May at 10:30 am PST for a half hour: May 1, May 8, May 15 and May 22

May 22, 10:30 am PST LINK: Click here to join May 22.

LIVING A HEALTHY RETIREMENT-STAYING ACTIVE IN YOUR SENIOR YEARS - presented by Gibbs Wilson, Chairman National Christian Foundation of Tampa Bay

Retirement Readiness Series - 4 Part Event

Billie Berg - LMHC

Kris De La Pena, a private wealth advisory practice of Ameriprise Financial Services, Inc.

ARE YOU READY TO RETIRE?

HAVE YOU THOUGHT ABOUT YOUR TIME, HEALTH, AND HOW TO PREPARE? JOIN US FOR A 4 PART SERIES ON THE NON-FINANCIAL ASPECTS OF YOUR RETIREMENT!

Wednesdays in May at 10:30 am PST for a half hour

May 1, May 8, May 15 and May 22

May 15, 10:30 am PST LINK: Click here to join May 15.

FAMILY TIME – How family dynamics change when you retire, presented by Billie Berg, LMHC

Retirement Readiness Series - 4 Part Event

David and Vicki Carter

Kris De La Pena, a private wealth advisory practice of Ameriprise Financial Services, Inc.

ARE YOU READY TO RETIRE?

HAVE YOU THOUGHT ABOUT YOUR TIME, HEALTH, AND HOW TO PREPARE? JOIN US FOR A 4 PART SERIES ON THE NON-FINANCIAL ASPECTS OF YOUR RETIREMENT!

Wednesdays in May at 10:30 am PST for a half hour: May 1, May 8, May 15 and May 22

May 8, 10:30 am PST LINK: Click here to join May 8.

For all events, please call: 1-866-501-1506 Conference Code: 402 956 1640

WHAT I SHOULD HAVE KNOWN BEFORE I RETIRED - presented by David & Vicky Carter

Retirement Readiness Series - 4 Part Event

Jeff Spadafora, Halftime Certified Coach

Kris De La Pena, a private wealth advisory practice of Ameriprise Financial Services, Inc.

ARE YOU READY TO RETIRE?

HAVE YOU THOUGHT ABOUT YOUR TIME, HEALTH, AND HOW TO PREPARE? JOIN US FOR A 4 PART SERIES ON THE NON-FINANCIAL ASPECTS OF YOUR RETIREMENT!

Wednesdays in May at 10:30 am PST for a half hour: May 1, May 8, May 15 and May 22

May 1, 10:30 am PST LINK: Click here to join May 1.

For all events, please call: 1-866-501-1506 Conference Code: 402 956 1640

FROM SUCCESS TO SIGNIFICANCE – Finding your passion, presented by Jeff Spadafora, Certified Coach