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Quarterly Market Update

PST

N/A

Join this event online

Mehernosh Engineer, Vice President, Capital Markets Strategy - Fidelity

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Luke Frasso, CA Insurance #4372450, Gregory Sander, CA Insurance #0684538, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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

Fidelity is 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.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Quarterly Market Update

PST

N/A

Join this event online

Mehernosh Engineer, Vice President, Capital Markets Strategy - Fidelity

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Luke Frasso, CA Insurance #4372450, Gregory Sander, CA Insurance #0684538, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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

Fidelity is 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.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Your Retirement Roadmap: Building wealth and saving for the future

PST

Centro Basco, 13432 Central Ave., Chino, CA 91710

Andre Logan, APMA®, Financial Advisor - Ameriprise Financial

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last.
To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Social Security: Preparing for Retirement

PDT

N/A

Join this event online

Jack Wood, C(k)P, CPFA, Defined Contribution Senior Specialist - MFS

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387,Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Luke Frasso, CA Insurance #4372450,Gregory Sander, CA Insurance #0684538, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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

MFS and its representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Social Security: Preparing for Retirement

PDT

N/A

Join this event online

Jack Wood, C(k)P, CPFA, Defined Contribution Senior Specialist - MFS

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Luke Frasso, CA Insurance #4372450, Gregory Sander, CA Insurance #0684538, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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

MFS and its representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

7 Things No One Tells You About Retirement

PDT

N/A

Join this event online

Charles Perosio, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Luke Frasso, CA Insurance #4372450, Gregory Sander, CA Insurance #0684538, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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 services provided by Columbia Management Investment Advisers, LLC.

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.