Business Financial Planning for Success Date: Thursday, September 10, 2026 Time: 5:30 PM - 7:30 PM EDT Location: Birdies Mini Golf & Simulators, 107 Pleasant Avenue, Upper Saddle River, NJ 07458 Join this event online Presented By: John G. Brewster, MBA; Randall V. Brewster, CRPC™; Brendan Fitzpatrick, APMA® - Brewster Wealth Management Group, Ameriprise Financial Services, LLC Hosted By: Brewster Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC An exclusive briefing for New Jersey business owners presented as part of our Beyond the Balance Sheet series. You’ve built something meaningful. Spend an evening considering how your business, personal financial plan and future goals can work together. During this informational presentation, we will discuss: • What makes a business resilient and potentially transferable • Factors that can influence long-term business value • Steps business owners can consider when a transition may be five to ten years away • How business planning, personal financial planning and continuity planning connect A question-and-answer session will follow the presentation. Attend in person at Birdies Mini Golf & Simulators or join the formal presentation virtually through Microsoft Teams. In-person guests are invited to enjoy food, drinks and golf simulator time. Complimentary parking is available. This is an informational seminar. There is no cost or obligation. ` To reserve a spot: call us at 201.221.2709 or email us at brendan.fitzpatrick@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial cannot guarantee future financial results. Third party vendors that are referenced in the presentation are not affiliated with Ameriprise Financial Services, LLC. 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Identity Theft: What can I do to Protect Myself? Date: Wednesday, June 10, 2026 Time: 12:00 PM - 12:30 PM EDT Join this event online Presented By: Megan Ekelberry, Vice President Territory Sales - American Century Investment Hosted By: Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: American Century Investments The presentation will focus on these areas: The impact of technology, Understanding the threats, Protecting you and your family, Accountability and support. This is an informational event. There is no cost or obligation. American Century Investment Management and its 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 risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Social Security - Preparing for Retirement Date: Wednesday, February 25, 2026 Time: 12:00 PM - 12:45 PM EST Join this event online Presented By: Andrew Gordon, Business Development Strategist - MFS Investments Hosted By: Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: MFS Investments Duringthis complimentary session, we’ll address important components of SocialSecurity benefits. We’ll talk about how Social Security benefits are calculatedand discuss options for anyone who has ever been married, as well as the roleof taxes and your retirement plan. We’ll also look at the newly passed SocialSecurity Fairness Act, which may increase Social Security benefits for peoplewith a non-covered pension through the elimination of the Windfall EliminationProvision (WEP) and the Government Pension Offset (GPO). Thisis an informational seminar. There is no cost or obligation. MFSand its representatives are not affiliated with Ameriprise Financial. Alwaysconsult a Social Security agent or attorney regarding your specific SocialSecurity decisions. AmeripriseFinancial, Inc. does not offer tax or legal advice. Consult with a tax advisoror attorney. Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc.All rights reserved.