Upcoming events

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

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. 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

Understanding Sleep and Anxiety for Optimal Performance

EDT

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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.

For more information: call us at 617.912.3176 or email us at D.baum@ampf.com

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

Past events

Social Security: Preparing for Retirement

EDT

Join this event online

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

Dabney and Richard Baum- Financial Advisors

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Discuss options for anyone who has ever been married

- Role of taxes and your retirement plan

This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS. This sponsor and their representatives are not affiliated with Ameriprise Financial. Always consults 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 FIRA and SIPC.A ©2024 Ameriprise Financial Inc. all rights reserved.

Economic and Market Outlook

EST

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Dabney Baum- Financial Advisor

Ameriprise Financial Services, LLC

Duringthis complimentary session, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to marketvolatility

· Strategies to help weather market uncertainty

This is an informational seminar. There is no cost orobligation.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of or guaranteed by any financial institution andinvolve investment risks including possible loss of principal and fluctuationin value.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial Inc. All rights reserved. 6141613ACMR1223