Giving with a purpose Date: Wednesday, November 12, 2025 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: John Tuell, CRPC™, APMA™, Financial Advisor - Clear Point Capital, a financial advisory practice of Ameriprise Financial Services, LLC Hosted By: Clear Point Capital, a financial advisory practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.
ClearPoint Capital Open House and Ribbon Cutting Date: Friday, October 24, 2025 Time: 9:00 AM - 11:00 AM EDT Location: 77 Exchange St, Ste 202, Bangor, ME 04401 Hosted By: ClearPoint Capital, a financial advisory practice of Ameriprise Financial Services, LLC You’re Invited to our Open House and Ribbon Cutting! We’ve moved and are excited to welcome our community, celebrate our growth, and share what we’ve been building. ClearPoint Capital, a financial advisory practice of Ameriprise Financial Services, LLC is hosting an Open House and Ribbon Cutting on October 24, 2025, from 9:00 –11:00 AM. Join us for connections, celebration and light refreshments! There is no fee or obligation to attend. ClearPoint Capital is a financial advisory practice of 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 8331800ACMR0825
Five things to know about Medicare Date: Wednesday, October 8, 2025 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jillian Thomas, Financial Advisor - Clear Point Capital, a financial advisory practice of Ameriprise Financial Services, LLC Hosted By: Clear Point Capital, a financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, September 10, 2025 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: John Tuell, CRPC™, APMA™, Financial Advisor - ClearPoint Capital, a financial advisory practice of Ameriprise Financial Services, LLC Hosted By: ClearPoint Capital, a financial advisory practice of Ameriprise Financial Services, LLC Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.
First Annual Shred Day & School Supplies Drive Date: Saturday, September 6, 2025 Time: 9:00 AM - 1:00 PM EDT Location: ClearPoint Capital Office - Front Parking Lot, 23 Water Street, Bangor, ME 04401 Hosted By: ClearPoint Capital, a financial advisory practice of Ameriprise Financial Services, LLC Join us for our first annual Shred Day & School Supplies Drive! Rain or Shine! Documents shredded on-site, pull into the front parking lot. Please consider a donation of school supplies items listed below in support of Asa C. Adams Elementary: Number 2 Pencils Wide Pencils Crayons and Markers Colored Pencils Glue Sticks Pencil Grips Pencil Boxes/Bags Safety Scissors Individual Pencil Sharpeners Composition Notebooks 2 Pocket Folders Water Bottles Lunch Boxes Backpacks There is no cost or obligation.