Plan to give more: Estate Planning Date: Wednesday, September 10, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: David Houston,, Director Advance Strategies - Riversource Life Insurance Company Hosted By: Todd Hubley, Regional Vice President, Ameriprise Financial Services LLC Learn how to: • Control how your estate is distributed • Give to loved ones or charities important to you • Help reduce taxes and leave a larger legacy For more information: call us at 201.221.2700 or email us at alexis.z.gerasimow@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational event. There is no cost or obligation. RiverSourceis affiliated withAmeriprise Financial , LLC. AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation.Before you purchase insurance, be sure to consider the policy’s features,benefits and fees, and whether it is appropriate for you, based on yourfinancial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and inNew York only, by RiverSource Life Insurance Co. of New York, Albany, New York.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. Securitiesoffered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial Inc. All rights reserved. 7937121ACMR0525
Understanding Medicare Date: Tuesday, September 16, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Topics covered during this presentation: Medicare parts and when to enroll Medicare costs Medigap Medicare Advantage Working past 65 For more information: call us at 203.661.2777 or email us at sarah.solazzo@ampf.com 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. This event is sponsored by John Hancock. John Hancock 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 risks including possible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424
Economic and Market Outlook Date: Monday, October 27, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price, will share his perspectives on the General market outlook, including market conditions and potential investment implications. For more information: call us at 203.661.2777 or email us at sarah.solazzo@ampf.com 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. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc. 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: Tuesday, November 18, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - What the Family Love Letter Is A roadmap for the next generation Stories, hopes, & desire…in the event of incapacity or loss The link to the “voice of family dynamics” - What is the purpose? To preserve relationships Provide security This is not a legal document but a SYSTEM to gather information The longer we live, the longer, deeper and wider our paper trail For more information: call us at 203.661.2777 or email us at sarah.solazzo@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no obligation or cost for this event. Cheri Brooks and Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2025 Ameriprise Financial LLC. All rights reserved. 7746536ACMR0325
Social Security - Preparing for Retirement Date: Wednesday, November 19, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Craig LoConte, Director - MFS Investments Hosted By: Todd Hubley, Regional Vice President with Ameriprise Financial Sponsored By: MFS Investments During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. For more information: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. MFS Investments and its representatives are not affiliated with Ameriprise Financial, LLC. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial LLC. All rights reserved.
Securing Your Retirement Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: Rules of retirement benefits Individual, spousal, and survivor benefits Collection strategies 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. 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 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. 7713917ACMR0325
7 Things No One Tells You About Retirement Date: Tuesday, July 22, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar we will be touching on: Retirement history reveals a lot The wrong top 10 list The unspoken side of retirement Major transition miscalculation Where cliche advice goes wrong The broken period of longevity This is an informational seminar. There is no cost or obligation. 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 service provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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. 7610697ACME0226
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, June 17, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature - Personalize your Accounts 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 ©2025 Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325