Upcoming events

August Virtual Event-Estate Planning

PDT

Join this event online

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

James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed •Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy
For more information: email us at PacDesertRegion@ampf.com

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

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

©2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Guide To The Markets

PDT

FLEMING’S PRIME STEAKHOUSE & WINE BAR, 455 Newport Center Drive, Newport Beach , CA 92660

John Leonard, Executive Director - J.P. Morgan Asset Management

Jermaine Jamison CFP®, BFA™, AWMA℠, APMA™, Branch Manager, Ameriprise Financial Services LLC.

Seminar Lunch

This is an informational seminar. There is no cost or obligation. JPMorgan 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.7984785ACMR0525

Social Security: Preparing for Retirement

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

Social Security virtual event

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

MFS Fund Distributors, Inc. And itsrepresentatives are not affiliated with Ameriprise Financial, Inc.

Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. Allrights reserved.

7700666ACMR0325

Market and Economic Outlook

PDT

Join this event online

Russell Price, Chartered Financial Analyst® - Ameriprise Financial

Norannsy Chieuchin, CRPC™, APMA™

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

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 notdeposits or obligations of, or guaranteed by any financial institution, andinvolve 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.