Upcoming Events

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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SEMINAR SERIES: Big questions for a Better Retirement

Taylor Pluss, Retirement Director - Janus Henderson

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

As investors near retirement, readiness planning can seem daunting. We believe it’s important to ask the right questions in order to make sound decisions. Big Questions for a Better Retirement is designed to ask and answer questions and help investors start building a solid foundation for retirement readiness.

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 slidepresentation.

Meeting number: 259 716 475 Password: Welcome2

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

Daniel Spenny, Director – Janus Henderson

Janus and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2703011ACMR0919

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Past Events

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

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

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

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