Upcoming events

Understanding Medicare A to D

PDT

Seminar1!

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Jeff Nymark, Senior VP - First Eagle Funds

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Join the meeting now

Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231#

Thank you in advance for entering your name and email address to attend.

For more information: call us at 949.798.5551 or email us at Michael.Schmitt@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Growing LGBTQ Wealth

PDT

Seminar1!

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackROck

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can takeaway to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Join the meeting now

Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869#

Thank you in advance for entering your name and email address to attend.

For more information: call us at 949.798.5551 or email us at Michael.Schmitt@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Past events

Big Questions for a Better Retirement

PDT

Seminar1!

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Eric Magyar, Defined Contribution Specialist - Janus Henderson

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559

Click here to join

Password: Seminar1!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Spring Clean your Finances

PDT

Seminar1!

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Janet Koh, Director, Advisor Advancement Institute - New York Life

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291

Click here to join.

Password: Seminar1!

Please plan to join the Webex event online to listen in and view the slides using the login details. Webex may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

AI Revolution

PST

Seminar1!

Join this event online

Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 896 8391

Click here to join.

Password: Seminar1!

Please plan to join the Webex event online to listen in and view the slides using the login details. Webex may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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.

Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

PST

Seminar1!

Join this event online

Brian Briggs, Managing Director, Applied Insights - Hartford Funds

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more researchpoints us to a compelling conclusion and powerful message: that we—not ourgenes—can have control over our cognitive health today and the destiny of ourbrains. Join us for this webinar whereBrian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’sage

· The importance of brainhealth

· How to age-proof your brain

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 686 0124

Click here to join

Password: Seminar1!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

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.

Hartford Funds and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.