Upcoming events

Raising Financially Aware Kids

EDT

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Wendy Goodyear, VP Financial Advisor Consultant - American Century

Southern States Region of Ameriprise Financial, LLC

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

For more information: call us at 239.936.1177 or email us at kalie.kirwan@ampf.com

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

7 Things No One Tells You About Retirement

EDT

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Robert Stark, Sr. Regional Advisor Consultant - Columbia Threadneedle

Mark Geissinger

Ameriprise and Columbia Threadneedle

For more information: call us at 239.768.8801 or email us at kalie.kirwan@ampf.com
RSVP Online

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.

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

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Rick LaMonica, Regional Representative, Internal Business Consultant - John Hancock

Mark Geissinger

Ameriprise and John Hancock

For more information: call us at 239.936.1177 or email us at kalie.kirwan@ampf.com
RSVP Online

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.

Past events

Leveraging technology while protecting yourself in the digital world

EDT

You must RSVP to receive access credentials for this event or seminar.

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

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 obligation
Not FCIC or NCUA insured/ No Financial Institution Guarantee/ May Lose Value
Securities offered by Ameriprise Financial Serices, LLC. Member FINRA And SIPC
©2025 Ameriprise Financial, Inc All rights reserved

Market and Economic Update

EDT

23151 Village Shops Way, Suite 101, Bonita Springs, FL 33928

Carl Chaput , Financial Advisor , Branch Manager - Ameriprise Financial

Carl Chaput, Financial Advisor, Branch Manager with Ameriprise Financial

Ameriprise Financial LLC

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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.
©2024 Ameriprise Financial, Inc. All rights reserved.

Market and Economic Update

EST

Join this event online

Russell Price, CFA, Chief Economist - Ameriprise Financial - Ameriprise Financial

Ameriprise Financial LLC Southern States Regions

Ameriprise Financial LLC

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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.
©2024 Ameriprise Financial, Inc. All rights reserved.

Why Social Security Matters

EDT

https://ampfadvisors.webex.com/webappng/weblink/register/reab8ac93c54fbc822b667a76c9c9dab4

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Robert Kron CFP, Managing Director - Nuveen

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Join us for a virtual presentation.

Why Social Security Matters

This is an informational Event. there is no cost or obligation. Nuveen 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. Ameriprise financial Service, LLC member FINRA and SIPC @2023 Ameriprise Financial, Inc all rights reserved