Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, July 28, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial, LLC Sponsored By: Ameriprise Financial, LLC Learnabout the following: - Get “on-the-go” access - Message Center - Statements & Documents - OmniView - Using e-Signature - Personalize your Accounts For more information: call us at 330.628.8064 or email us at cassandra.jackson@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar 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 ©2026 Ameriprise Financial, Inc. All rights reserved
Understanding Medicare Date: Tuesday, September 29, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Brooke Baker, Practice Management Specialist - Manulife John Hancock Investments Hosted By: Ameriprise Financial, LLC Sponsored By: Ameriprise Financial, 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 330.628.8064 or email us at cassandra.jackson@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by John Hancock. John Hancock and their 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2026 Ameriprise Financial LLC. All rights reserved.
Economic and Market Outlook Date: Tuesday, October 20, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial, LLC Sponsored By: Ameriprise Financial, LLC During this complimentary virtual seminar, you will learn about: · How recent events can impact your finances · The factors that may contribute to market volatility · Strategies to help weather market uncertainty For more information: call us at 330.628.8064 or email us at cassandra.jackson@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar 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. © 2026 Ameriprise Financial Inc. All rights reserved.
Family Love Letter Date: Tuesday, November 10, 2026 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Cheri Brooks , Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Ameriprise Financial, LLC Sponsored By: Ameriprise Financial, LLC What is it? It is the gift of Information o A roadmap for the next generation o Stories, hopes, & desire…in the event of incapacity or loss o The link to the “voice of family dynamics” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather pertinent information o The longer we live, the longer, deeper and wider our paper trail For more information: call us at 330.628.8064 or email us at cassandra.jackson@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no obligation or cost for this event. Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2026 Ameriprise Financial LLC. All rights reserved.
Family Love Letter Date: Wednesday, June 10, 2026 Time: 6:00 PM - 8:00 PM EDT Location: Trio Bistro , 7565 Kenwood Rd , Cincinnati , OH 45236 Presented By: Patrick Scorzelli , Regional Vice President Advisor Consultant - Neuberger Berman Hosted By: Ameriprise Financial 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.