Five90 Market Insights Date: Wednesday, October 29, 2025 Time: 1:00 PM - 1:45 PM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kevin O'Keefe Private Wealth Advisor, Thomas Drouin Private Wealth Advisor, Scott Rethke Financial Advisor, and Kim Sterling Sr. Director Marketing Hosted By: Five90 Financial Group Join us for a brief virtual session where we will share key market insights and practice updates to help you stay informed and ahead. Discussion & insights: Key market & economic updates Year end update Estate Planning tips Top 10 tech updates FAQ’s To reserve a spot: call us at 206.926.5304 or email us at morgan.okeefe@ampf.com 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 guarunteed by any financial institution, and involve investment risks including possible loss of principal and fluctation in value.
Understanding and protecting yourself from financial exploitation Date: Wednesday, October 29, 2025 Time: 1:00 PM - 2:00 PM PDT Join this event online Presented By: Jeff Brooks , Executive Director, Wealth Strategist - Janus Henderson Investors Hosted By: The Seattle Office of Ameriprise Financial Services, LLC Sponsored By: Eric Westendorf Executive Director Janus Henderson Investors You are invited to join us for an informational event, understanding and protecting yourself from financial exploitation. To reserve a spot: email us at christina.rapada@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Janus Henderson 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 © 2025 Ameriprise Financial Inc. All rights reserved. 8439729ACMR0925
Navigate the Complexities of Investment Taxes - EI/CPA Version Date: Thursday, November 6, 2025 Time: 12:00 PM - 1:00 PM PST Location: 12th Floor Conference Room - Pike Tower, 520 Pike Street, Seattle, WA 98101 Presented By: Dan Hodo, AIF - Russell Investments Hosted By: Seattle Branch at Ameriprise Financial Join us for an insightful session on navigating the complexities of investment taxes. Discover how active tax-managed strategies can help improve after-tax wealth and reduce tax drag across your portfolio. Learn practical approaches to help optimize tax efficiency year-round. To reserve a spot: email us at SeattleKingston@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting https://russellinvestments.com. Please read a prospectus carefully before investing.
Pie Day Date: Tuesday, November 25, 2025 Time: 10:00 AM - 3:30 PM PST Location: Wilburton Hill Park, Bellevue, WA 98005 Hosted By: Five90 Financial Group We invite you to celebrate the season with a complimentary pie! Pickup locations: Wilburton Hill Park (12400 Main St, Bellevue, WA) from 10:00 AM to 12:00 PM Aurora Community Church Parking Lot (1900 N 175th St Shoreline, WA) from 1:30 PM to 3:30 PM Guests may choose from pumpkin, maple pecan, or applie pie. Please RSVP your pie selection and pickup location to morgan.okeefe@ampf.com. To reserve a spot: call us at 206.926.5304 or email us at morgan.okeefe@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation.
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: First Eagle Investments, Drew Mayo, Senior Vice President, Senior Advisor Consultant Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® As America’s population ages, more individuals will qualify for Medicare each year—yet many find the process confusing. Join us for an informative seminar designed to help you navigate Medicare with confidence. What You’ll Learn: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey How to register: Click Here To Register Thisis an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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 8387998ACMR0925
Movie Night Date: Wednesday, July 23, 2025 Time: 6:30 PM - 9:00 PM PDT Location: Majestic Bay Theatre, 2044 NW Market St, Seattle, WA 98107 Hosted By: Five90 Financial Group The Five90 Financial Group invites you to attend our summer movie night. Bring a friend to enjoy the 50th anniversary screening of Jaws with snacks and drinks! There is no cost or obligation to attend. 8050968ACMR0625.
Holiday Wreath Decorating Date: Saturday, December 7, 2024 Time: 9:00 AM - 12:00 PM PST Location: 520 Pike St, Suite 2725, Seattle, WA 98101 Hosted By: The Seattle Office of Ameriprise Financial Services, LLC Grab a friend and join us for a wreath decorating workshop! There is no cost of obligation. Office located at 520 Pike St. Suite 2725 Seattle WA 98101. Ameriprise Financial Services LLC Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc., all rights reserved. 7268894ACMR24