Upcoming events

College Planning Essentials

CDT

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Matt Moslander, CIMA® Executive Director, Client Advisor - J.P. Morgan Asset Management

Carlson Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing.

For more information: call us at 608.372.9444 or email us at kimberly.hatch@ampf.com

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

JPMorgan 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.

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526

Understanding Medicare from A to D

CDT

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Jeff Nymark, CIMA – Minnesota Senior Advisor Consultant - First Eagle Investments

Carlson Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process.

Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy.

The goal of the seminar is tohelp:

• Introduce the program, itscoverage and its costs

• Go over the enrollment process,and where and how to start

• Share how to coordinate Medicarebenefits with other forms of insurance

• Discuss the resources availableto help individuals

For more information: call us at 608.372.9444 or email us at kimberly.hatch@ampf.com

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

First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526

Past events

We Built This City – Breaking Ground on AI & Policy Promises in 2026

CDT

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Damian McIntyre, CFA, FRM, CAIA , Head of Multi-Asset Solutions Team, Sr. Quantitative Analyst, Sr. Portfolio Manager & Vice President - Federated Hermes

Carlson Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026.

During this session, we will discuss:
• Economic and market trends impacting investors in 2026
• The evolving role of artificial intelligence and infrastructure investment
• Interest rates, inflation, and consumer spending trends
• Potential opportunities and risks across the market landscape
• Perspectives on asset allocation and areas of market focus

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Federated Hermes 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.

© 2026 Ameriprise Financial, Inc. All rights reserved. 8865579ACMR0526

Getting Your Financial House in Order: Simple Steps for Clarity and Confidence

CDT

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Leda Zukowski, Director, Advisor Advancement Institute - New York Life

Carlson Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.

Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward.

During this session, we will:

  • Highlight why financial organization is the foundation of financial wellness
  • Share practical ways to organize key documents and accounts
  • Walk through how to plan intentionally for the year ahead
  • Discuss how to set meaningful, realistic financial goals
  • Provide simple habits to help you stay on track over time

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments and their representative 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.

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