Upcoming events

Artificial Intelligence - Coming To Life

EDT

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Amer Hasan, Equity Investment Specialist - Janus Henderson Investors

Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

This complimentary presentation examines the transformative impact of AI, comparing its significance to other major technological milestones. We will explore AI's evolution through stages like analytical AI, machine learning, and generative AI, while highlighting its potential to boost productivity. We will also cover its implications for industries, jobs, and investment opportunities. Attendees will gain insights into AI's rapid advancements, associated risks, and strategic considerations for leveraging its growth.

For more information: email us at maria.salvucci@ampf.com

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

Janus Henderson and its representative 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.

Making the Most of Medicare: What You Need to Know

EST

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Graham Kimmerer, Senior Business Development Strategist - MFS Investment Management

Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, we’ll discuss Medicare Parts A and B, what they cover, and their costs. We'll also explore additional plans such as Part D, Medicare Advantage & Medicare Supplement Plans, as well as when to consider applying to make sure that you have health coverage and to avoid penalties.

For more information: email us at maria.salvucci@ampf.com

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

MFS 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.

Social Security: Preparing for Retirement

EST

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Graham Kimmerer, Senior Business Development Strategist - MFS Investment Management

Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

For more information: email us at maria.salvucci@ampf.com

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

MFS and its representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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.

Capital Market Outlook

EST

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Max Corvin, Director, Alternative Investments - Franklin Templeton

Gage Wealth Advisors

During this complimentary session, we will cover Franklin Templeton Institute’s latest insights on equity and fixed income markets, including why earnings growth is broadening, how rate cuts may support returns, and where opportunities lie across sectors, regions, and asset classes. We’ll also explore why municipal bonds and high-yield credit are gaining favor, and how private markets are positioned amid shifting valuations.

For more information: email us at gagewealthadvisors@ampf.com

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

Third parties and their representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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.