Upcoming events

Understanding Medicare from A to D

PDT

Join this event online

Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments

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

As America’s population ages, more individuals will qualify for Medicare each year—yet many find the process confusing. 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
For more information: email us at PacDesertRegion@ampf.com

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 federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved 8387998ACMR0925

Past events

Social Security: Preparing for Retirement

HDT

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®, Regional Vice President-Pacific Desert Region, Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Please join us for a Social Security Virtual Event.

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

MFS Fund Distributors, Inc. And its representatives 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.

7700666ACMR0325

Market and Economic Outlook Webinar

HDT

Join this event online

Russell Price, Chartered Financial Analyst® (CFA) - Ameriprise Financial Services, LLC

James Frisone, III, CFP®, ChFC®, CRPC®, AWMA®, Regional Vice President, Ameriprise Financial Services, LLC

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.

Thisis 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.

Artificial Intelligence

HST

Halekulani Hotel, 2199 Kalia Road, Ballroom II, Honolulu, HI 96815

Stephanie Aliaga, Global Markets Strategist - JP Morgan Asset Management

Ameriprise Financial Services, LLC

JP Morgan Asset Management, Ameriprise Financial Services, LLC

Transformative implications for the economy, markets, and investing.

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

This event is sponsored by: JP Morgan Asset Management

JPMorgan Asset Management and their representatives 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.

7630278ACMR0225

The "Road Ahead"

HST

Halekulani Hotel, 2199 Kalia Road, Ballroom II, Honolulu, HI 96815

First Trust Portfolios, L.P., Dave McGarel, Chief Investment Officer - First Trust Portfolios, L.P.

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC & First Trust Portfolios, L.P.

Navigating inflation, rising rates, and volatility

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

FirstTrust Portfolios, L.P. and its representatives are not affiliated with Ameriprise Financial, Inc.

This event is sponsored by: First Trust Portfolios, L.P.

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.

7542773ACMR0125

Guide to Markets 3Q 2024

HST

Halekulani Hotel, 2199 Kalia Road, Ballroom II, Honolulu, HI 96815

Jack Manley, Executive Director, Global Strategist - J.P. Morgan Asset Management

Ameriprise Financial Services, LLC

J.P. Morgan Asset Management, & Ameriprise Financial Services, LLC

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics.

We’ll discuss:

· Economic landscape and outlook for the current year

· Key drivers and trends taking place in the markets

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

J.P. Morgan Asset Management 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.

© 2023 Ameriprise Financial, Inc. All rights reserved.