The Hidden Costs of Aging Date: Thursday, February 19, 2026 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC The important conversations you need to have about care and housing expenses As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning. This educational session is designed to help participants: • Understand key aging trends and longevity considerations • Explore common care and housing options as we age • Identify considerations to help formulate a thoughtful plan To reserve a spot: call us at 203.755.2222 or email us at fiduciamfinancial@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. Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.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.
Economic & Market Outlook Date: Tuesday, February 24, 2026 Time: 12:30 PM - 1:15 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Mehdi Azizi, CFP®, APMA® — Private Wealth Advisor & Brian Schoonover, APMA® — Financial Advisor - Fiduciam Financial Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Join us for a special 45‑minute Economic & Market Outlook webinar. This session will provide timely insights into current market conditions, inflation trends, key risks, and what may lie ahead for investors.We are especially pleased to welcome our guest speaker, Russell Price, CFA, Chief Economist for Ameriprise Financial, who has been recognized as a Top Economic Forecaster by Bloomberg. To reserve a spot: call us at 203.755.2222 or email us at fiduciamfinancial@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
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: ▪Debunk common misconceptions about Social Security ▪Drill down on benefits▪Provide actionable next steps for thoughtful retirement income strategies To reserve a spot: call us at 203.755.2222 or email us at fiduciamfinancial@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. T. Rowe Price and their representatives are not affiliated with Ameriprise Financial, Inc. 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 8674769ACMR1225
The Facts of Funeral Pre-Planning – Final Wishes Date: Thursday, April 16, 2026 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC During this webinar, we will: · Discuss the Final Wishes Organizer to document our wishes and put an intentional plan in place for your loved ones · Explore common reasons why so many families plan in advance · Review pre-planning versus pre-funding · Discuss pros and cons of a funeral policy To reserve a spot: call us at 203.755.2222 or email us at fiduciamfinancial@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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Leda Zukowski – Director of Practice Management in the Advisor Advancement Institute at New York Life Investments. Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, L LC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. This is an informational seminar. There is no cost or obligation. Sponsored by: New York Life. 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.7931790ACMR0525
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Ryan Sullivan – Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Discover how tech and AI are revolutionizing aging! With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age. This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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.7849439ACMR0425
Quarterly Market Update - Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 3:00 PM - 4:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Anu Gaggar, Vice President, Capital Markets Strategy – Fidelity Investments Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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.7849439ACMR0425