Upcoming events

Family Love Letter

EDT

Cooper's Hawk , 8080 Montgomery Rd, Cincinnati, OH 45236

Pat Scorzelli, Senior Vice President - Neuberger Berman

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary event you will learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

To reserve a spot: call us at 513.984.9700 or email us at Kimberly.willoughby@ampf.com

7 Things No One Tells You About Retirement

EDT

Join this event online

Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar we will be touching on:

· Retirement history reveals a lot

· The wrong top 10 list

· The unspoken side of retirement

· Major transition miscalculation

· Where clich� advice goes wrong

· The broken period of longevity
For more information: call us at 513.984.9700

Thisis 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 service provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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 risk including possible loss of principal and fluctuation in value. 7610697ACME0226

Securing Your Retirement

EDT

Join this event online

Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· Rules of retirement benefits

· Individual, spousal, and survivor benefits

· Collection strategies
For more information: call us at 513.984.9700

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

This event is sponsored by: BlackRock.

BlackRock and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security 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 risk 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. 7713917ACMR0325

Understanding Medicare

EDT

Join this event online

Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65
For more information: call us at 513.984.9700

This is aninformational seminar. There isno cost or obligation.

This event is sponsored by John Hancock. John Hancock and their representatives arenot 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC

©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424