Taking control of your workplace retirement benefits Date: Thursday, April 9, 2026 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Mark Geissinger , Private Wealth Advisor, Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Geissinger, Private Wealth Advisor, and Owen Geissinger, Financial Advisor - Ameriprise Financial Sponsored By: Ameriprise Financial LLC During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. For more information: 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. 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.
Generational Wealth- building a legacy that lasts beyond a lifetime Date: Tuesday, April 21, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Doug Orton, CRPC, Vice President, Business Development Consultant - MFS Hosted By: Southern States Region of Ameriprise Financial, LLC Sponsored By: MFS As you set and then communicate goals for your family, these three things can help: 1. Understanding why transfers of wealth often “fail” 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes.3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. Event Description (required); max 1,500 characters For more information: 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. MFS is not affiliated with Ameriprise Financial Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial,Inc. All rights reserved. 8785886ACMR0326
Social Security & Medicare: Cornerstones of Retirement Date: Tuesday, September 22, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Justin Morse , Practice Management Specialist - Victory Capital Hosted By: Ameriprise Financial Services, LLC - Southern States Region Sponsored By: Ameriprise Financial Services LLc Why Social Security Matters For more information: 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. Victory Capital and its 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. ©2026 Ameriprise Financial, Inc. All rights reserved. 8773131ACMR0226
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. 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.
Market and Economic Outlook Date: Tuesday, January 27, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Russell Price, CFA, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Amerirprise Financial Sponsored By: Ameriprise Financial * Current economic conditions and the outlook for the future.*Market trends and developments* Investment implications This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | NoFinancial Institution Guarantee | May Lose Value Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8641069ACMR1225
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.
Leveraging technology while protecting yourself in the digital world Date: Tuesday, June 24, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Dylana Hopler, CFP, CRPC, Complex Director - Ameriprise Financial Services, LLC Hosted By: Southern States Region of Ameriprise Financial, LLC * 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 This is an informational seminar. There is no cost or obligationNot FCIC or NCUA insured/ No Financial Institution Guarantee/ May Lose ValueSecurities offered by Ameriprise Financial Serices, LLC. Member FINRA And SIPC©2025 Ameriprise Financial, Inc All rights reserved