Smart Strategies for College Financing (Webinar) Date: Wednesday, August 20, 2025 Time: 6:00 PM - 7:00 PM PDT Join this event online Presented By: Brett Jennings, Financial Advisor Hosted By: Raegen, Parker and Associates Back-to-school season is the perfect time to start—or revisit—college planning goals. Whether you’re actively planning for college or know someone who could use guidance, we invite you to join us for an informational webinar covering the following topics: Setting a college savings goal Savings options Financial aid Handling student debt Register Here We hope to see you join and learn with us! For more information: call us at 408.287.6500 or email us at courtney.lorelli@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. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8140990ACMR0725
Test Your Taste Buds Date: Wednesday, September 3, 2025 Time: 4:00 PM - 6:00 PM PDT Location: Our Monterey office, 99 Pacific St, Site 355C, Monterey, CA 93940 Hosted By: Raegen, Parker and Associates Join us at our Monterey office for an evening full of wine, cheese, and cured meat tastings! You’ll get to fill out your very own palate profile and challenge yourself to guess and rank flavors. It’ll be a relaxed, flavorful evening where you’ll get to meet new people and chat with the RPA team. We hope to see you there! Friends and family are welcome. To reserve a spot: call us at 408.287.6500 or email us at courtney.lorelli@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 There is no cost or obligation. 8187528ACMR0725
Bouquets & Blends (National Client Day Celebration) Date: Wednesday, March 19, 2025 Time: 11:00 AM - 3:00 PM PDT Location: 99 Pacific St Ste 355B 355C, Monterey, CA 93940; AND, 1905 The Alameda, San Jose, CA 95126 Hosted By: Raegen, Parker and Associates To celebrate National Client Day and express our sincere gratitude, please join us for our Bouquets & Blends event at our Monterey and San Jose offices. You’ll have the opportunity to create a beautiful bouquet, customize your own spice blend, and mingle with the RPA team over refreshments. Whether you’d like to quickly stop by or hang out, we’d love to see you there! There is no cost or obligation.7678180ACMR0325
Art on The Alameda presents - Art & Hors D'oeuvres Date: Friday, May 17, 2019 Time: 6:00 PM - 9:00 PM PDT Location: 1905 The Alameda, San Jose, CA 95126 Hosted By: Jeffrey Raegen, Chad Parker, Dinesh Sawal, and Albert Hsia Join us for an evening of breathtaking artwork and hors d'oeuvres. Plenty of Space: Whole Alone and Together - Art by Sonya Kleshik Much of the work in this exhibition came in layers and in series. Sonya creates each series at the same time. Each piece is a standalone work of art, but it also has a “family’”– other pieces with similar color scheme, forms and elements. Then each family or series in turn has its place in the larger community of series and in the bigger space in which all of her work lives. Hosted by: Jeffrey T. Raegen, CFP®, CRPC®, Private Wealth Advisor || Chad J. Parker, CFP®, Financial Advisor || Lesley LeMessurier, Associate Financial Advisor || Raegen, Parker and Associates; A private wealth advisory practice of Ameriprise Financial Services, Inc. || Dinesh K. Sawal, MBA, Private Wealth Advisor || Albert Hsia, Financial Advisor There is no cost or obligation for this event. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S. Ameriprise Financial Services, Inc., Member FINRA and SIPC. 2482942ACMR0419 © 2019 Ameriprise Financial, Inc. All rights reserved.