Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: Dabney Baum- Financial Advisor Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: • What is Medicare? • Choosing a Medicare Plan • Which option may be right for you? For more information: call us at 617.912.3176 or email us at D.baum@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. 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
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, June 17, 2025 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: Dabney Baum- Financial Advisor Sponsored By: 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 617.912.3176 or email us at D.baum@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 ©2025 Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325
7 Things No One Tells You About Retirement Date: Tuesday, July 22, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Dabney Baum- Financial Advisor Sponsored By: 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 617.912.3176 or email us at D.baum@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. 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
3 Easy Steps to Estate Planning Date: Wednesday, November 20, 2024 Time: 7:00 PM - 8:30 PM EST Location: Ameriprise Financial Services, 2221 Wash. St Ste 202, 202, NEWTON LOWER FALLS, MA 02462 Presented By: Dabney Baum, CFP®, AWMA℠, ChSNC®, Financial Advisor | Associate Vice President Hosted By: Baum Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Join me to chat about things you can do now to improve your estate planning.
Economic and Market Outlook Date: Tuesday, October 15, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Dabney Baum- Financial Advisor Sponsored By: Ameriprise Financial Services, 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 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.© 2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524
Common Types of Fraud: How to protect yourselves and your loved ones Date: Tuesday, July 23, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Thor Nelson , Vice President, Global AML Officer - Ameriprise Financial Services, LLC Hosted By: Dabney Baum- Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll talk about common types of fraud and scams, and help you: • Learn how to identify and avoid falling victim to a scam • Understand the resources available to you as an Ameriprise Client 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. © 2024 Ameriprise Financial Inc. All rights reserved. 6500358ACMR0424
Understanding Sleep and Anxiety for Optimal Performance Date: Tuesday, June 18, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management Hosted By: Dabney Baum - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we will be discussing: • Common concerns including burnout and fatigue. • How to boost productivity. • Ways to foster professional interaction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value This is an informational seminar. There is no cost or obligation. Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their subsidiaries. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, May 21, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Dabney and Richard Baum- Financial Advisors Sponsored By: 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 This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved