Join Us for a Social Security & Medicare Seminar Date: Thursday, October 16, 2025 Time: 6:00 PM - 8:00 PM CDT Location: Quail Creek Golf & Country Club, 3501 Quail Creek Rd, The Wingspread Room, Oklahoma City, OK 73120 Presented By: Will Driscoll, Vice President, Market Leader for BlackRock & Jimmy Jenkins, owner of J&J Medicare Solutions Hosted By: Williams, Self & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: BlackRock Funds, Goldman Sachs & Co., and Macquire Asset Management Securing Your Retirement: Transforming Social Security into a winning retirement strategy Presented by guest speaker Will Driscoll, Vice President, Market Leader for BlackRock. Following this, guest speaker Jimmy Jenkins, owner of J&J Medicare Solutions, will present an overview on Medicare benefits, strategies and best practices. Your guests are always welcome, but space is limited. RSVP is required. To reserve a spot: call us at 405.605.0224 or email us at luke.gentry@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. These sponsors and representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Join us for National Day of Service Date: Thursday, November 6, 2025 Time: 9:30 AM - 12:00 PM CST Location: Regional Food Bank of Oklahoma, 3355 S. Purdue, Oklahoma City, OK 73179 Presented By: Williams, Self & Associates, Advisor - Advisor Hosted By: Regional Food Bank of Oklahoma Sponsored By: Williams, Self & Associates Come spend time making a difference in our community. Please join us for the National Day of Service. To reserve a spot: call us at 405.605.0224 or email us at alysha.dailey@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype? Date: Thursday, November 20, 2025 Time: 4:00 PM - 5:00 PM CST Join this event online Presented By: Russell Price, Chief Economist for Ameriprise Financial Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments - Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday– Nov 20th, 2025. The event is complimentary. Below are details about the event. Thursday, November 20th: 4pm – 5pm Central Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012. His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy. In fact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end. He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios. To reserve a spot: call us at 405.605.0224 or email us at matthew.hechtner@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. This event is sponsored by Columbia Threadneedle Investments, an Ameriprise affiliate. 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.
Estate Planning Essentials Date: Wednesday, June 4, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Natalie Gilbert Thomas, Senior Attorney - Evans & Davis, PLLC Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.This quarter, we are thrilled to host Natalie Gilbert Thomas, Senior Attorney with Evans & Davis. Natalie will be presenting “Estate Planning Essentials: Safeguarding Minors, Young Adults & College Bound Kids.” This is an informational seminar. There is no cost or obligation. Evans and Davis, PLLC and its 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial Inc. All rights reserved.
Guide to the Markets Date: Tuesday, January 28, 2025 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar. Presented By: Karen Ibay, Client Advisor - JP Morgan Asset Management Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.This quarter, we are thrilled to host Karen Ibay, Client Advisor with JP Morgan Asset Management, who will present JP Morgan’s “Guideto the Markets” seminar. This is an informational seminar. There is no cost or obligation. JP Morgan Asset Management and its 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial Inc. All rights reserved.
Virtual Event - Economic Update Date: Thursday, November 21, 2024 Time: 4:00 PM - 5:00 PM CST Join this event online Presented By: Russell Price, Chief Economist for Ameriprise Financial - Not Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – Nov 21st, 2024. The event is complimentary. Below are details about the event. Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar. This is an informational seminar. There is no cost or obligation. Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. This event is sponsored by: Franklin Templeton. These sponsors and 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.