Five things to know about Medicare Date: Wednesday, September 9, 2026 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jillian Thomas, CRPC™, 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. 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. To reserve a spot: call us at 207.307.7718 or email us at clearpointcapital@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. 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.
Thriving in the sandwich generation Date: Wednesday, November 4, 2026 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: John Tuell, BFA(TM), CRPC(TM), APMA(R), 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. If you’re supporting both children and aging parents, you know how much there is to juggle. During this complimentary session, we’ll explore practical ways to help you care for your family while still protecting your financial future, including ways to prioritize your goals, set healthy boundaries, and approach important family conversations. To reserve a spot: call us at 207.307.7718 or email us at clearpointcapital@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. 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, May 13, 2026 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jillian Thomas, CRPC™, 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. Building a healthier life involves more than just physical wellness. In this complimentary seminar, you’ll learn how financial well-being plays a key role in reducing stress and supporting overall health. We’ll discuss practical strategies to better manage expenses, prepare for the unexpected and take a more confident, proactive approach to your financial future. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
How to navigate volatile markets Date: Wednesday, March 11, 2026 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: John Tuell, BFA(TM), CRPC(TM), APMA(R), 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. Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
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.