Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, June 17, 2025 Time: 4:00 PM - 5:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature - Personalize your Accounts For more information: call us at 330.628.8064 or email us at cassandra.jackson@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. 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 7767859ACMR0325
7 Things No One Tells You About Retirement Date: Tuesday, July 22, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar we will be touching on: · Retirement history reveals a lot · The wrong top 10 list · The unspoken side of retirement · Major transition miscalculation · Where clich� advice goes wrong · The broken period of longevity For more information: call us at 330.628.8064 or email us at cassandra.jackson@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. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory service provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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 risk including possible loss of principal and fluctuation in value.
Securing Your Retirement Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: · Rules of retirement benefits · Individual, spousal, and survivor benefits · Collection strategies For more information: call us at 330.628.8064 or email us at cassandra.jackson@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. This event is sponsored by: BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. 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 risk 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 Medicare Date: Tuesday, September 16, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts , Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Topics covered during this presentation: o Medicare parts and when to enroll o Medicare costs o Medigap o Medicare Advantage o Working past 65 For more information: call us at 330.628.8064 or email us at cassandra.jackson@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. This event is sponsored by John Hancock. John Hancock and their 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025 Ameriprise Financial LLC. All rights reserved.
Economic and Market Outlook Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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. For more information: call us at 330.628.8064 or email us at cassandra.jackson@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. 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 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.
Family Love Letter Date: Tuesday, November 18, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - What the Family Love Letter Is o A roadmap for the next generation o Stories, hopes, & desire…in the event of incapacity or loss o The link to the “voice of family dynamics” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather information o The longer we live, the longer, deeper and wider our paper trail For more information: call us at 330.628.8064 or email us at cassandra.jackson@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no obligation or cost for this event. Cheri Brooks and Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2025 Ameriprise Financial LLC. All rights reserved.
Annual Golf Outing Date: Saturday, May 24, 2025 Time: 7:30 AM - 4:00 PM EDT Location: Raintree Country Club, 4350 Mayfair Rd, Uniontown, OH 44685 Presented By: Phillip Peachock, Private Wealth Advisor - Ameriprise Financial Services, LLC Hosted By: Phillip Peachock, Private Wealth Advsior Sponsored By: Ameriprise Financial Services, LLC The day will include an 18 hole scramble, proximities, lunch at the turn, beverages, and the educational event at the dinner following the round. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. 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. 7674424ACMR0325
Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: · What is Medicare? · Choosing a Medicare Plan · Which option may be right for you? This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their 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 risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC , Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated - Options for anyone who has ever been married - The role of taxes in your retirement plan This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC ©2025 Ameriprise Financial Inc. all rights reserved.
Economic and Market Outlook Date: Tuesday, March 18, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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. 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 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.
How to Stay Safe from Identity Theft & Cybercrime Date: Tuesday, February 25, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Jeff Lanza, Former FBI Agent - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we’ll discuss: · The impact of technology · Understanding the threats · Protecting you and your family · Accountability and support This is an informational seminar. There is no cost or obligation. This event is sponsored by: John Hancock Investments. Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, any financial institution, and involve investment risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial Inc. All rights reserved. 7458444ACMR0125