Upcoming events

Spring Clean your Finances

CDT

Seminar1! Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 497 7291

Join this event online

Janet Koh, Director, Advisor Advancement Institute - New York Life

Ecclesiastes Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEex may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

To reserve a spot: email us at michelle.collis@ampf.com

This is aninformational seminar. There is no cost or obligation.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

AmeripriseFinancial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues.

New York LifeInvestments/MainStay and its representative are not affiliated with AmeripriseFinancial, Inc.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

Big Questions for a Better Retirement

CDT

Seminar1! Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559

Join this event online

Eric Magyar, Defined Contribution Specialist - Janus Henderson

Ecclesiastes Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

To reserve a spot: email us at michelle.collis@ampf.com

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Understanding Medicare A to D

CDT

Seminar1! Please call: 1-844-621-3956 Meeting Number (Access Code): 2484 664 1692#

Join this event online

Jeff Nymark, Senior VP - First Eagle Funds

Ecclesiastes Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s talkMedicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

To reserve a spot: email us at michelle.collis@ampf.com

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123