Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: First Eagle Investments, Senior Vice President, Senior Advisor Consultant Hosted By: WisdomSource Wealth Management Group As America’s population ages,more individuals will qualify for Medicare each year—yet many find the processconfusing. Join us for an informative seminar designed to help you navigate Medicare with confidence. What You'll Learn: •An introduction to Medicare: coverage and costs •How and when to enroll •Coordinating Medicare with other insurance •Resources to support your journey This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and 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 risks including possible loss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Ameriprise Financial Services, LLC, presents: “Why Social Security matters: And how to get the most Date: Wednesday, September 3, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose , CA 95125 Presented By: Robert Kron, CFP®, Advisor Education - Nuveen Hosted By: San Jose Branch Sponsored By: Nuveen and Eaton Vance WHEN: Wednesday September 3, 2025; Presentation starts at 6pm WHERE: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 PRESENTED BY: Robert Kron, CFP®, Managing Director, Advisor Education with Nuveen This is an informational seminar. There is nocost or obligation. This event is sponsored by: Nuveen and Eaton Vance. 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 fluctuation in value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Ameriprise Financial Services, LLC, presents: “Tackling Taxes: Strategies for preserving wealth” Date: Wednesday, August 20, 2025 Time: 5:30 PM - 7:00 PM PDT Location: Maggiano's Little Italy San Jose , 3055 Olin Ave., Suite 1000 , San Jose , CA 95128 Presented By: Shane Kennedy, CMFC®, CRPC®, Sr, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: San Jose / MTRY office Sponsored By: T Row Price and Columbia Threadneedle Investments. Tackling Taxes: Strategies for preserving wealth This is an informational seminar. There is nocost or obligation. This event issponsored by: T Row Price and Columbia Threadneedle Investments. T. Row Price and its representatives are notaffiliated with Ameriprise Financial. Columbia Threadneedle Investments is affiliateof Ameriprise Financial. Ameriprise Financial, Inc. and its affiliatesdo not offer tax or legal advice. Consumers should consult with their taxadvisor or attorney regarding their specific situation. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Securities offered byAmeriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rightsreserved. 8144143ACMR0725