Upcoming events

Leveraging technology while protecting yourself in the digital world

EDT

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Dylana Hopler, CFP, CRPC , Complex Director - Ameriprise Financial Services, LLC

Southern States Region of Ameriprise Financial, LLC

Learn more about How Ameriprise helps protect your information

▪ Online security guarantee

▪ Working together online and on the go

▪ Protecting yourself online

▪ Recognizing common types of fraud and scams

To reserve a spot: call us at 954.308.4900 or email us at stephanie.elie@ampf.com

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. © 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Marilyn Neckes, CIMA, AAMS, CRPS Private Wealth Advisor Managing Director

Ameriprise Financial Services, LLC

Topics coveredduring this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: BlackRock.

BlackRock 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 risk 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. 7540869ACMR0125

Social Security: Preparing for Retirement

EDT

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Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management

Marilyn Neckes, CIMA, AAMS, CRPS Private Wealth Advisor Managing Director

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Options for anyone who has ever been married

- The role of taxes in your retirement plan

This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC

©2025 Ameriprise Financial Inc. all rights reserved.

Why Social Security Matters

EDT

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Robert Kron, Managing Director, - Nuveen

Ameriprise Financial Services, LLC Southern States

Join us for a special presentation on why Social Security Matters.

Thisis an informational event. There is no cost or obligation.

Nuveenand its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value.

Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6180315ACMR0124