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 For more information: call us at 207.307.7718 or email us at clearpointcapital@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation.
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. To reserve a spot: call us at 207.307.7718 or email us at clearpointcapital@ampf.com RSVP Online Event registration Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, September 10, 2025 Time: 12:00 PM - 12:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
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. To reserve a spot: call us at 207.307.7718 or email us at clearpointcapital@ampf.com RSVP Online Event registration Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, September 10, 2025 Time: 12:00 PM - 12:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! 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.
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. To reserve a spot: call us at 207.307.7718 or email us at clearpointcapital@ampf.com RSVP Online Event registration Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, September 10, 2025 Time: 12:00 PM - 12:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Planning for the future: An approach for your whole family Date: Wednesday, December 10, 2025 Time: 12:00 PM - 12:45 PM EST 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 When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones To reserve a spot: call us at 207.307.7718 or email us at clearpointcapital@ampf.com RSVP Online Event registration Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, September 10, 2025 Time: 12:00 PM - 12:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Financial Planning: A personal guide Date: Wednesday, May 28, 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 - 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 A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, February 19, 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 During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.