Upcoming events

Understanding Medicare

EDT

Join this event online

Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

James F. Stuart, Branch Manager - Financial Advisor

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 203.349.4317 or email us at marie.c.susara@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. Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC

©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

James F. Stuart, Branch Manager - Financial Advisor

Ameriprise Financial Services, LLC

Ameriprise Chief Economist, Russell Price, will share his perspectives on the General market outlook, including market conditions and potential investment implications.

For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com

This is an informational seminar. There is no cost or obligation. Third party companies mentioned 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 Services, LLC. All rights reserved.

Past events

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

Kyle Zingone, Financial Advisor

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- 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 ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325