How new tax law changes may impact you Date: Tuesday, January 27, 2026 Time: 5:30 PM - 6:30 PM EST ONLINE EVENT PASSCODE: FX6Dr6sX Join this event online Presented By: Mark Geissinger , Managing Director - Ameriprise Financial Services LLC Hosted By: Mark Geissinger, Private Wealth Advisor and Owen Geissinger, Financial Advisor Sponsored By: Ameriprise Financial LLC The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. To reserve a spot: call us at 239.936.1177 or email us at kalie.kirwan@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 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.© 2025 Ameriprise Financial, Inc. All rights reserved.
Family Love Letter Date: Monday, October 20, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: T5BE2mz9 Join this event online Presented By: Karen Drancik, Senior Vice President - Neuberger Berman Hosted By: Carl Chaput Sponsored By: Ameriprise Financial This is an informational seminar. There is no cost or obligation. This event is sponsored by: Neuberger Berman. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
7 Things No One Tells You About Retirement Date: Tuesday, September 16, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Robert Carpenter, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Southern States Region of Ameriprise Financial, LLC Sponsored By: Ameriprise Financial Service Retirement may be one of the most eagerly anticipated phases oflife, but it can also be the least understood — particularly when it comes tothe more personal, non-financial side of life after work. What We'll Cover: Historical perspectives on retirement and what they reveal Common misconceptions and misleading advice The emotional and unspoken challenges of life after work Miscalculations during major life transitions Pitfalls of conventional retirement wisdom Longevity myths and their impact The paradoxes that define retirement today This is an informational seminar. Thereis no cost or obligation. Columbia Threadneedle Investments(Columbia Threadneedle) is the global brand name of the Columbia andThreadneedle group of companies. Investment products offered through ColumbiaManagement Investment Distributors, Inc., member FINRA. Advisory servicesprovided by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments alsosponsored the event and is an affiliate of Ameriprise Financial. Investment products are not insuredby the FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Products from RiverSource and ColumbiaThreadneedle Investments are offered by affiliates of Ameriprise FinancialServices, LLC. Investment advisory products and services are made availablethrough Ameriprise Financial Services, LLC, a registered investment adviser.Ameriprise Financial Services, LLC. Member FINRA and SIPC. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8258986ACMr0825
Understanding Medicare: The ins and outs of Medicare Coverage Date: Tuesday, September 9, 2025 Time: 4:00 PM - 5:00 PM EDT ONLINE EVENT PASSCODE: bG9rQ6CA Join this event online Presented By: Rick LaMonica, Regional Representative, Internal Business Consultant - John Hancock Hosted By: Mark Geissinger Sponsored By: Ameriprise and John Hancock There is no cost or obligation to attend this informative event. This event is sponsored by: John Hancock.Thesesponsors and representatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
7 Things No One Tells You About Retirement Date: Tuesday, August 19, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: Z2v2AM2 Join this event online Presented By: Robert Stark, Sr. Regional Advisor Consultant - Columbia Threadneedle Hosted By: Mark Geissinger Sponsored By: Ameriprise and Columbia Threadneedle This an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments also sponsored the event and is/are [an]affiliate[s] of Ameriprise Financial Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA .Advisory services provided by Columbia Management Investment Advisers, LLC. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Raising Financially Aware Kids Date: Tuesday, July 22, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Wendy Goodyear, VP Financial Advisor Consultant - American Century Hosted By: Southern States Region of Ameriprise Financial, LLC Sponsored By: Ameriprise Financial Service * What every kid should know about money* Understanding the differences between “needs” and “wants” and values around money* Establishing Saving and investing habits at every age * Knowingthe aspects of debt and borrowing – what to watch for and how those concepts apply to paying for an education Thisis an informational seminar. There is no cost or obligation. AmericanCentury is not affiliated with Ameriprise Financial, Inc. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8150268ACMR0725