Guide to the Markets 1Q 2026 Date: Thursday, January 8, 2026 Time: 6:00 PM - 6:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Connor Fitzgerald, Vice President - JP Morgan Asset Management Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC To reserve a spot: call us at 914.269.6713 or email us at lombardiandassociates@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.This event is sponsored by: JP Morgan Asset Management. These sponsors and 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.© 2025 Ameriprise Financial, Inc. All rights reserved.
Feeding Westchester 2026 Volunteer Days Date: Friday, January 30, 2026 Time: 9:30 AM - 11:00 AM EST Location: Feeding Westchester, 200 Clearbrook Road, Elmsford, NY 10523 Hosted By: Lombardi and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC We are pleased to announce that, once again, we will be volunteering at Feeding Westchester in 2026. This project remains a high priority for our team, and we would love for you to join us. The dates for the year are Fridays: January 30th, April 24th, July 24th and October 9th. We will assist in the Elmsford, NY warehouse with various projects from 9:30-11am. To reserve a spot: call us at 914.269.6706 or email us at lombardiandassociates@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 Feeding Westchester and its associates are not affiliated with Ameriprise Financial.
6 pillars financial planning Date: Thursday, February 12, 2026 Time: 6:00 PM - 6:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, The Financial Advisors of - Ameriprise Financial Services, LLC Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise financial advisor can help you examine your current finances and plan for the future. To reserve a spot: call us at 914.269.6706 or email us at lombardiandassociates@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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Understanding Social Security Decisions: Optimizing Your Benefits Date: Thursday, July 24, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: Meeting ID: 215 179 851 73, Passcode: 3Co6uN7g. Phone +1 929-336-2435, 828 138 460# Join this event online Presented By: Adriana Destefanis Parisi, Regional Vice President - John Hancock Investment Management Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary virtual session, we’ll discuss: · The roots of Social Security · Where it stands today · Understanding and maximizing your Social Security Benefits · Upcoming changes This is an informational seminar. There is no cost or obligation. This event is sponsored by: John Hancock Investment Management. John Hancock 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7626852ACMR0225
Spring Clean Your Finances Date: Thursday, March 20, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: Meeting ID: 292 366 223 812, Passcode: 34FS7vN9, Dial in by phone +1 929-336-2435, 132563324# Join this event online Presented By: Theresa Gralinski, Director Advisor Advancement Institute - New York Life Investments Hosted By: Lombardi and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC This is an informational seminar. There is no cost or obligation. This event is sponsored by: New York Life Investments. These sponsors and 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7564850ACMR0125