Upcoming events

Why Social Security Matters: And how to get the most out of it

EDT

Join this event online

Robert Kron, CFP®, Managing Director, Advisor Education - NUVEEN

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

Join us for this informative session designed to help you understand the critical role Social Security plays in your retirement strategy. During this complimentary presentation, we will cover:

  • Dispelling the Myth of Insolvency
  • Interpreting your Social Security Statement
  • Understanding Primary Insurance Amount (PIA) and Its Calculation
  • Exploring Additional Benefits
For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

This is an informational seminar. There is no cost or obligation.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial, Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial, Inc. will collect your personal data to administer the event.

This event is sponsored by NUVEEN. NUVEEN 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 @2025Ameriprise Financial Inc. all rights reserved. 8637533ACMR1225

Grillin' & Chillin'

EDT

Join this event online

Gina Mustoe, Top Chef Amateur Winner - GiGi Cooks

Eric Ellis, Private Wealth Advisor

Ameriprise Financial Services, LLC

Get ready to fire up the grill and have some fun with bourbon! We’ll be diving into how bourbon can seriously level up your summer grilling. Gina will be sharing some tasty recipes, including BBQ bourbon bacon jam and a flavorful bourbon marinade – and yes, we’ll be shaking up a few bourbon drink recipes, too!

For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

There is no cost or obligation. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC @2026 Ameriprise Financial Inc.all rights reserved. 8839059ACMR0326

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

Join this event online

John Leahy, Regional Vice President - Ameriprise Financial Services, LLC

Eric Ellis, Private Wealth Advisor

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- OmniView

- Using e-Signature

- Personalize your Accounts

For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

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 FinancialServices, LLC Member FINRA and SIPC ©2026Ameriprise Financial, Inc. All rights reserved 8736426ACMR0226

Past events

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary seminar, you will learn about:

  • How recent events can impact your finances
  • The factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

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. 8645409ACMR1225

Retain Your Brain

EST

Join this event online

Keith Olender, Advisor Consultant - Hartford Funds

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary virtual event, we will be discussing:

  • Your Age vs. Your Brain’s Age
  • The Importance of Brain Health
  • How to Age-Proof Your Brain

This is an informational seminar. There is no cost or obligation.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

This event sponsor is Hartford Funds. Hartford Funds 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 risk including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC@2025 8673280ACMR1225

Washington Update

EST

Join this event online

Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial

Brian Caldwell, Financial Advisor

Ameriprise Financial Services, LLC

Elizabeth will discuss the investment landscape, including a market update and insights for investors to consider.

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 risk including possible loss of principal and fluctuation in value. 8524461ACMR1025

Family Love Letter

EST

Join this event online

Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

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