Upcoming events

Virtual Health and Wellness Discussion – The Power of Food

PDT

Join this event online

Kristen Brogan , Author, Professional Speaker, Yoga Instructor, Superfood Chef, and Registered Dietician

Jamie Frisone CFP®,?CRPC®,?AWMA® Regional Vice President Ameriprise Financial

Christopher Gowe, Columbia Threadneedle Investments

Today more than ever before we have become fascinated with the subject of nutrition. Keto, Paleo, Intermittent Fasting, Apple Cider Vinegar, Probiotics, Turmeric, Supplements, GMO’s, Organic, Calories—the list is long and continues to grow! This engaging, fun, and educational presentation will teach you how to navigate the confusing world of nutrition and develop an eating plan that you enjoy and makes you feel and be your best.

To reserve a spot: call us at 916.789.9393

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

Columbia Threadneedle is an affiliate of affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved.

Past events

Tax-Smart Withdrawals: Making it last – Retirement income for everyday investors

PDT

Granite Bay Golf Course, 9600 Golf Club Drive, Granite Bay, CA 95746

Eric Momsen, CFP®, CIMA®, Vice President - Senior Advisor Consultant - Franklin Templeton

Ameriprise Financial - Roseville and Auburn Office

During this complimentary session, we’ll discuss:

· How where you live can make a big difference

· The evolution of retirement assets

· How a conventional withdrawal strategy may result in a big tax surprise

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

Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.

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 federally or FDIC-insured, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Maximizing the Value of 529 Plans

PDT

Timber Creek Golf Course, 7050 Del Webb Blvd., Roseville, CA 95747

Chad Butler, Senior Regional Director - Voya

Ameriprise Financial - Roseville and Auburn Branch

During this complimentary session, we’ll discuss:

· The importance of saving for college

· Common questions and concerns about 529 plans

· How to choose the right 529 savings plan

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

Voya and its representatives are not affiliated with Ameriprise Financial.

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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan beforei nvesting. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.

Clients contributing to a 529 Plan offered by a state in which they are not a resident,should consider, before investing, whether their or their designated beneficiary(s) home state offers any state tax or other benefits only availablefor investments in such state’s qualified tuition program.

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rightsreserved.

“Social Security & Medicare – Get What’s Yours”

PDT

Randy Peters Event Center, 105 Vernon street, Roseville, CA 95678

Ian Wetherell, Senior Director - Principal Funds Distributor, Inc

Ameriprise Financial - Roseville and Auburn Office

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

Principal Funds and its representativesare not affiliated with Ameriprise Financial, Inc.

Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution and involve investment risks including possible loss ofprincipal and fluctuation in value.

Ameriprise Financial Services, LLC., Member FINRA and SIPC.

Midterm Elections Forecast and Policy Update

PDT

Join this event online

Elizabeth Varley, Vice President - Federal Government Affairs - Columbia Threadneedle

Jamie Frisone CFP®, CHFC®, CRPC®,AWMA®, Regional Vice President with Ameriprise Financial, LLC

During this complimentary session, we’ll discuss:

• The Biden administration’sdirection on taxation, stimulus and policy

• Our economy’s post-pandemic recovery

• The Democrats control and impacton all three branches of government

This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are notaffiliated with Ameriprise Financial.

Investment products are not federally, or FDIC insured, are not deposits of orobligations of, or guaranteed by any financial institution and involveinvestment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved.

Understanding Medicare from A to D

PST

Randy Peters Event Center, 105 Vernon Street, Roseville, CA 95678

Grace Holzer, Regional Sales Director - First Eagle Investment Management

Roseville and Auburn Branches of Ameriprise Financial

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

First Eagle Investment Management and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC., Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc., All rights reserved.