Past events

AI: The Opportunity is Anything but Artificial

PDT

Three Flames Restaurant, 1547 Meridian Ave , San Jose, CA 95125

Brian Dunlap, CIMA®, DACFP®, Director, Senior Product Strategist - BlackRock

James Park, Branch Manager

Ameriprise Financial Services, LLC

You and a guest are cordially invited to join us for an educational seminar exploring one of the most transformative forces shaping today’s world—artificial intelligence. This presentation will highlight the real opportunities emerging from AI innovation and its impact on the investment landscape.

This is an informational seminar. There is no cost or obligation. This event is sponsored by BlackRock. This sponsor 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.

What type of legacy will you leave?

PDT

Join this event online

David Houston, Director of Advanced Strategies - Riversource Life Insurance Company

James Frisone

During this virtual seminar you will learn about the following:

• Control how your estate is distributed

• Give to loved ones or charities important to you

• Help reduce taxes and leave a larger legacy

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

RiverSource is an affiliate of 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.

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.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life

Insurance. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8810030ACMR0326

Lunar New Year Dinner and Market Update

PST

China Stix, 2110 El Camino Real, Santa Clara, CA 95050

Trent Diekvoss, Vice President - First Trust

Michael Tong APMA™

First Trust

Join us for a Lunar New Year celebration and a market update.

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

This seminar is sponsored by First Trust. First Trust 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.

8753540ACMR0226

Market and Economic Outlook Webinar

PST

Join this event online

Russell Price, Chartered Financial Analyst® (CFA), Chief Economist - Ameriprise Financial, Inc.

James Park, Branch Manager

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.

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 beheld 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 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.

An All Weather Approach to Investing

PST

Fleming's Prime Steakhouse, 2762 Augustine Dr, Ste 110 , Santa Clara, CA 95054

Andrew Williams, Regional Manager - Northern California - Lord Abbett

San Jose Branch

Lord Abbett, T Rowe Price, John Hancock and JP Morgan

During this complimentary session, we’ll discuss four main topics to help put recent events in perspective and explore important investing lessons along the way. We’ll discuss how:

  • The Market Tends to Reward Long-Term Investors
  • Weakness Presents Buying Opportunities
  • Time in the Market Matters, Not Market Timing
  • Diversification Is Important

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

Lord Abbett is not affiliated with Ameriprise Financial.

This event is sponsored by:Lord Abbett, T Rowe Price, John Hancock and JPMorgan.

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 fluctuationin value.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved. AMP5594587.5