Giving with a purpose Date: Tuesday, October 28, 2025 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark A. Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark A. Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director - Porter, Ritchie & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. This is an informational seminar. There is no cost or obligation. 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 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.
Social Security: Preparing for Retirement Date: Wednesday, April 16, 2025 Time: 6:00 PM - 8:30 PM PDT Location: New England Lobster Market & Eatery, 824 Cowan Road, Burlingame, CA 94010 Presented By: Grant Martin, Senior Regional Consultant - MFS Investments Hosted By: Ameriprise Financial Services, LLC - San Francisco Sponsored By: MFS Investments Social Security: Preparing for Retirement David Spataro CA Insurance # 4125021.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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024Ameriprise Financial, Inc. All rights reserved.6601854ACMR0524