Marshfield Client Appreciation Lunch - Retain Your Brain Date: Tuesday, May 5, 2026 Time: 12:30 PM - 2:30 PM CDT Location: RiverEdge Golf Course & Banquet Facility, 10191 Mill Creek Dr., Marshfield, WI 54494 Presented By: Julie L. Genjac, Vice President & Managing Director - Applied Insights with Hartford Funds Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Hartford Funds, PIMCO, BNY Mellon and Allspring. To reserve a spot: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. HartfordFunds is not affiliated with Ameriprise Financial. This event is sponsored by: Hartford Funds, PIMCO,BNY Mellon and Allspring. These sponsors and representatives are notaffiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment 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.
Marshfield Client Appreciation Dinner - Retain Your Brain Date: Tuesday, May 5, 2026 Time: 5:30 PM - 8:30 PM CDT Location: RiverEdge Golf Course & Banquet Facility, 10191 Mill Creek Dr., Marshfield, WI 54494 Presented By: Julie L. Genjac, Vice President & Managing Director - Applied Insights with Hartford Funds Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Hartford Funds, PIMCO, BNY Mellon and Allspring To reserve a spot: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. HartfordFunds is not affiliated with Ameriprise Financial. This event is sponsored by: Hartford Funds, PIMCO,BNY Mellon and Allspring. These sponsors and representatives are notaffiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment 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 rightsreserved.
Madison Client Appreciation Dinner - Retain Your Brain Date: Wednesday, May 6, 2026 Time: 5:30 PM - 8:30 PM CDT Location: Vintage Brewing Co. Sauk Prairie, 600 Water St, Sauk City , WI 53583 Presented By: Julie L. Genjac, Vice President & Managing Director - Applied Insights with Hartford Funds Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Lord Abbott and Franklin Templeton/Putnam Join us for a special event created for our clients and their guests. As a valued client of Alacrity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, you are invited to enjoy an educational experience focused on protecting what matters most to you. In this complimentary session, we will learn simple, science-based steps to keep your brain sharp and lower the risk of cognitive decline. Dr. Marc Milstein will share practical tips on sleep, diet, exercise, and stress management to help you age-proof your most valuable asset.Presented by Julie L. Genjac, Vice President & Managing Director, Applied Insights with Hartford Funds. Feel free to share this event with anyone who may find the information helpful. To reserve a spot: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.Hartford Funds is not affiliated with Ameriprise Financial.This event is sponsored by: Franklin Templeton and Lord Abbett. These sponsors and representatives are not affiliated with Ameriprise Financial.(below disclosure must be in bold font)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.8872694ACMR0426
Join us for a shredding event Date: Tuesday, May 19, 2026 Time: 9:00 AM - 6:00 PM CDT Location: Alacrity Wealth Advisors , 3241A Business Park Dr., Stevens Point, WI 54482 Hosted By: Alacrity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents. For more information: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a shredding event Date: Wednesday, May 20, 2026 Time: 9:00 AM - 4:00 PM CDT Location: Alacrity Wealth Advisors, 3241A Business Park Dr., Stevens Point, WI 54482 Hosted By: Alacrity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents. For more information: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a shredding event Date: Thursday, May 21, 2026 Time: 9:00 AM - 6:00 PM CDT Location: Alacrity Wealth Advisors, 3241A Business Park Dr., Stevens Point, WI 54482 Hosted By: Alacrity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents. For more information: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Your Retirement Roadmap: Building wealth and saving for the future Date: Thursday, June 4, 2026 Time: 6:00 PM - 8:00 PM CDT Location: Buck & Honey’s - Waunakee, 1370 Water Wheel Dr, Waunakee, WI 53597 Presented By: Andrew M. Lochner, CFP®, ChFC®, APMA®, Private Wealth Advisor - Alacrity Wealth Advisors Hosted By: Alacrity Wealth Advisors, 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 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Your Retirement Roadmap: Building wealth and saving for the future Date: Tuesday, June 9, 2026 Time: 6:00 PM - 8:00 PM CDT Location: Buck & Honey's - Monona, 800 W Broadway #300, Monona, WI 53713 Presented By: Andrew M. Lochner, CFP®, ChFC®, APMA®, Private Wealth Advisor - Alacrity Wealth Advisors Hosted By: Alacrity Wealth Advisors, 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 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! 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. © 2024 Ameriprise Financial, Inc. All rights reserved.