Upcoming events

Making Medicare Work for You

EDT

Join this event online

Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Dabney Baum- Financial Advisor

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

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?

EDT

Join this event online

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

Dabney Baum- Financial Advisor

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

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

EDT

Join this event online

Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Dabney Baum- Financial Advisor

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

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

Past events

3 Easy Steps to Estate Planning

EST

Ameriprise Financial Services, 2221 Wash. St Ste 202, 202, NEWTON LOWER FALLS, MA 02462

Dabney Baum, CFP®, AWMA℠, ChSNC®, Financial Advisor | Associate Vice President

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

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Dabney Baum- Financial Advisor

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

EDT

Join this event online

Thor Nelson , Vice President, Global AML Officer - Ameriprise Financial Services, LLC

Dabney Baum- Financial Advisor

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

EDT

Join this event online

Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management

Dabney Baum - Financial Advisor

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?

EDT

Join this event online

Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC

Dabney and Richard Baum- Financial Advisors

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