Tax Optimization Strategies Date: Thursday, June 25, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: James Bergeron, J.D., Managing Director, Advisor Education - Nuveen Hosted By: Mazzilli & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC In this complimentary session, attendees will gain practical insights into tax‑optimization strategies designed to help improve cash flow, reduce long‑term tax liabilities, and support both personal and business financial goals. The seminar will explore real‑world scenarios for individual investors, business owners, charitable givers, and families planning wealth transfer. To reserve a spot: call us at 914.341.1482 or email us at james.dieguez@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. Nuveen is not affiliated with Ameriprise Financial. 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. 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.
2026 Market and Economic Update Date: Wednesday, April 15, 2026 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Russell Price, CFA, Chief Economist, Ameriprise Financial Hosted By: Mazzilli & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC At Ameriprise, our experts in the Investment Research Group (IRG) are here to help make sense of what is happening in the markets and offer perspectives on the current environment. Based on the IRG’s latest insights, this presentation will highlight key market and economic updates for the first half of 2026 including key economic drivers, equity trends, and potential opportunities in fixed income. 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 guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value. Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.