College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Matt Moslander, CIMA®, Executive Director, Client Advisor - J.P. Morgan Asset Management Hosted By: Boldspire Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. For more information: call us at 757.321.3420 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. JPMorgan and their representatives are not affiliated with Ameriprise Financial, Inc. 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. 8865579ACMR0526
Understanding Medicare from A to D Date: Thursday, September 17, 2026 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jeff Nymark, CIMA®, Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Boldspire Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process. Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from Ato D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy. The goal of the seminar is to help: • Introduce the program, its coverage and its costs • Go over the enrollment process, and where and how to start • Share how to coordinate Medicare benefits with other forms of insurance • Discuss the resources available to help individuals For more information: call us at 757.321.3420 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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. 8865579ACMR0526