Market & Economic Update Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) - Ameriprise Financial Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President-Pacific Desert Region, 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. 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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8674401ACMR1225
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: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: 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 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
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 1:00 PM - 2:00 PM HDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President-Pacific Desert Region, Ameriprise Financial Services, LLC Sponsored By: 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
Artificial Intelligence Date: Monday, March 10, 2025 Time: 5:30 AM - 7:30 PM HST Location: Halekulani Hotel, 2199 Kalia Road, Ballroom II, Honolulu, HI 96815 Presented By: Stephanie Aliaga, Global Markets Strategist - JP Morgan Asset Management Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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