Upcoming events

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

Join this event online

John Leahy, Regional Vice President - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- Using e-Signature

- Personalize your Accounts

For more information: call us at 207.859.8877 or email us at carla.tyce@ampf.com

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 ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325

Women's Wellness Series: Financial Wellness

EDT

Vesta, 424 Walnut Hill Road, North Yarmouth, ME 04097

Taylor Markee, PMA, BFA, Financial Advisor at Ameriprise Financial - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

PGIM

Hosted and presented by Taylor Markee, Financial Advisor with Burd& Dalessandro Wealth Management, a private wealth advisory practice ofAmeriprise Financial, LLC

Please join us after the presentation for a Q&A discussionwith industry professionals to have your financial wellness questionsanswered! Let us know what questions you have prior to the event to makesure you get the answers.

Bring a friend and join us at Vesta to enjoy hor d'oeuvres,drinks, and relevant discussion.

Panelists include:

Taylor Markee, APMA, BFA: Financial Advisor at AmeripriseFinancial

Elizabeth Bjorn: Estate Attorney at Epstein & O'Donovan, LLP

Stacey Schuler-Cannon: Real Estate Agent, Coach, and owner of The Home Group

Mirissa Harrison: CPA and owner at North Point Financial Solutions
To reserve a spot: call us at 207.859.8877 or email us at carla.tyce@ampf.com

Sponsored by Laura Nardone with PGIM. Sponsors and invited guest are not affiliated with Ameriprise Financial. This is an informational seminar. There is no cost or obligation.

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Ameriprise Financial 70100 Ameriprise Financial Center | Minneapolis, MN 55474

The Compass is a trademark of 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.

© 2025 Ameriprise Financial, Inc. All rights reserved.

30584_51307-CA (11/23)

7988418

7 Things No One Tells You About Retirement

EDT

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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 207.859.8877 or email us at carla.tyce@ampf.com
RSVP Online

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 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

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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 207.859.8877 or email us at carla.tyce@ampf.com
RSVP Online

Thisis an informational seminar. There is nocost 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.

Past events

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Ameriprise Financial, LLC

Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

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.

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. 7540869ACMR0125

Social Security: Preparing for Retirement

EDT

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Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management

Ameriprise Financial, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Options for anyone who has ever been married

- The role of taxes in your retirement plan

This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

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

©2025 Ameriprise Financial Inc. all rights reserved.

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial, LLC

Ameriprise Financial Services, LLC

Ameriprise Chief Economist, Russell Price, will share his perspectives on the

General market outlook, including market conditions and potential investment implications.

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

Third party companies mentioned 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.

©2025 Ameriprise Financial Inc. All rights reserved.

Washington Update

EST

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Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial

Ameriprise Financial, LLC

Ameriprise Financial Services, LLC

Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider

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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124