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 Social Security & Medicare: Cornerstones of Retirement Date: Tuesday, September 22, 2026 Time: 12:00 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) 012345678910 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.
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