Closing the Retirement Gap: Strategies Every Woman Should Know Date: Thursday, March 12, 2026 Time: 12:30 PM - 1:00 PM MDT You must RSVP to receive access credentials for this event or seminar. Presented By: Scarlet Filmore, Private Wealth Advisor Hosted By: Affirm Wealth Advisors Retirement planning isn’t one-size-fits-all. Especially for women. From longer life expectancies to career pauses and the gender pay gap, women face unique financial challenges that require thoughtful, strategic planning. This empowering seminar offers practical, research-backed strategies to help women take control of their financial future with confidence. Join us to learn how to enhance your retirement savings, make informed investment decisions, and build lasting financial security, no matter where you are in your journey. To reserve a spot: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com RSVP Online Event registration Quarterly Market Outlook Date: Tuesday, April 14, 2026 Time: 12:30 PM - 1:00 PM 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) Number of additional guests attending with you (optional) 01 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 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. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC.©2026 Ameriprise Financial, Inc. All rights reserved.
Dress For Success Clothing Drive Date: Tuesday, March 31, 2026 Time: 8:00 AM - 5:00 PM MST Location: Affirm Wealth Advisors, 7992 W. Thunderbird Road, Suite 110, Peoria, AZ 85381 Hosted By: Affirm Wealth Advisors In honor of Women’s History Month, we’re excited to launch our clothing drive benefiting Dress for Success Arizona, an organization dedicated to empowering women to achieve economic mobility by providing a network of support, professional attire, and the development tools needed to help individuals thrive in work and in life. If it’s something you’d feel confident wearing to an interview, Dress for Success Arizona will gladly put it to great use. All items should be clean and ready to wear. Collection Begins: March 2 Collection Ends: March 31 Accepted Items Include: Suits · Skirts· Blouses · Pants · Shoes · Jewelry · Unopened Makeup · Handbags Donations are accepted during business hours. For more information: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar We are not able to accept cash or check donations and participation is completely optional.
Angel Heart Pajama Drive Date: Tuesday, March 31, 2026 Time: 8:00 AM - 5:00 PM MST Location: Affirm Wealth Advisors, 2484 E River Road, Tucson, AZ 85718 Hosted By: Affirm Wealth Advisors We’re excited to announce our March community drive benefiting the Angel Heart Pajama Project, an organization dedicated to providing new pajamas, books, and comfort items to children in Southern Arizona who are abandoned, abused, entering foster care, or living in homeless shelters. Collection Begins: March 2 Collection Ends: March 31 Pajamas Needed: • A complete set (top & bottom) or a nightgown• Flame‑retardant• Sizes from 0 months through children’s XXL• Especially needed: sizes for older children, which are donated less frequently Donations are accepted during business hours. For more information: call us at 520.338.2600 or email us at nicole.dimodica@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar We are not able to accept cash or check donations and participation is completely optional. There is no obligation.
Quarterly Market Outlook Date: Tuesday, April 14, 2026 Time: 12:30 PM - 1:00 PM MDT You must RSVP to receive access credentials for this event or seminar. Presented By: Matt MacLean & Steve Harnden, Private Wealth Advisors Hosted By: Affirm Wealth Advisors Join us for a fast-paced, informative session where we break down the latest market trends, economic developments, and what they could mean for your financial strategy. In just 30 minutes, you’ll gain timely insights into key drivers shaping the investment landscape—plus practical takeaways to help you stay informed and confident in your decisions. To reserve a spot: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com RSVP Online Event registration Quarterly Market Outlook Date: Tuesday, April 14, 2026 Time: 12:30 PM - 1:00 PM 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) Number of additional guests attending with you (optional) 01 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. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2026 Ameriprise Financial, Inc. All rights reserved.
Strategies for Stability – Tax, Estate & Financial Planning in Volatile Markets Date: Wednesday, April 29, 2026 Time: 4:30 PM - 7:30 PM MST Location: Fox Tucson Theatre, 17 W Congress St, Tucson, AZ 85701 Presented By: Steve Harnden, Private Wealth Advisor Hosted By: Affirm Wealth Advisors We’re hosting an educational evening at the Fox Tucson Theatre on Wednesday, April 29 at 5 p.m., and we’d love for you to join us. The event will explore key strategies for navigating financial uncertainty, featuring insights from our presenter and a panel of experienced professionals. To start the evening, we’ll be hosting a happy hour with complimentary appetizers and drinks, followed by a focused presentation. The program includes: Presenter: Steve Harnden, CFP®, CPA – Private Wealth Advisor, Affirm Wealth Advisors Panelists:- Garrett Smith, CFP®, BFA™, APMA®, CEP® – Financial Advisor, Affirm Wealth Advisors- Tyler Houghton, CPA – Shafer & Danker, CPAs PC- James Riley – Estate Planning Attorney, Fletcher Struse Wagner & Derksen PLC To reserve a spot: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com RSVP Online Event registration Quarterly Market Outlook Date: Tuesday, April 14, 2026 Time: 12:30 PM - 1:00 PM 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) Number of additional guests attending with you (optional) 01 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 orobligation. Shaffer & Danker, CPA’s PC, Fletcher Struse Wagner& Derksen PLC and their representatives are not affiliated with Ameriprise Financial. 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.
Exit Strategies 101: Preparing Your Business for Sale or Succession Date: Tuesday, May 5, 2026 Time: 12:00 PM - 1:00 PM MDT You must RSVP to receive access credentials for this event or seminar. Presented By: Matt MacLean, Private Wealth Advisor and Adam Cary, CPA, CEPA® Hosted By: Affirm Wealth Advisors & Cary Millar, PC Selling or passing on a business is one of the most important financial decisions a business owner will ever make. This seminar is designed to help you understand the key steps involved in preparing for a successful transition. You’ll learn how to increase the value of your business, avoid common pitfalls, and explore options for sale, succession, or legacy planning. Whether you're planning to exit soon or just starting to think about the future, this session will help give you the clarity and confidence to move forward with purpose. Preparing Your Business for Sale or Succession from a Financial Planning Perspective Presented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors Preparing Your Business for Sale or Succession from a Tax Planning Perspective Presented by: Adam Cary, CPA, CEPA®, Cary Millar, PC To reserve a spot: call us at 623.972.3133 or email us at nicole.dimodica@ampf.com RSVP Online Event registration Quarterly Market Outlook Date: Tuesday, April 14, 2026 Time: 12:30 PM - 1:00 PM 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) Number of additional guests attending with you (optional) 01 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. Adam Cary and Cary Millar, PC is not affiliated with Ameriprise Financial Inc. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.