Upcoming events

Social Security - Preparing for Retirement

EST

Join this event online

Karen Ireland, Sr Strategist -Business Development - MFS Investments

Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC

MFS Investments

Duringthis complimentary session, we’ll address important components of SocialSecurity benefits. We'll talk about how Social Security benefits are calculatedand discuss options for anyone who has ever been married, as well as the roleof taxes and your retirement plan.

To reserve a spot: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com

Thisis an informational event. There is no cost or obligation.

MFSInvestments and its representatives are not affiliated with AmeripriseFinancial, Inc.

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.

Alwaysconsult a Social Security agent or attorney regarding your specific SocialSecurity decisions.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial Inc.All rights reserved.

Join us for an Open House at our new office!

EST

Ameriprise Glastonbury Office, 95 Glastonbury Blvd, Suite 216, Glastonbury, CT 06033

Ameriprise Financial Services, LLC

We’re excited to welcome you into our new office and celebrate this next chapter with you!

Please join us for an afternoon of light refreshments, food, good company, and a chance to connect with our team in a relaxed, festive setting.

As a token of our appreciation, each household will receive a complimentary bottle of wine — just let us know your preference: red or white.

We’d love to see you there! Kindly RSVP by November 14th and include your wine preference so we can have your gift ready.

For more information: call us at 860.380.2108 or email us at Manny.Negron@ampf.com

There is no cost or obligation.

Social Security - Preparing for Retirement

EST

Join this event online

Andrew Gordon, Business Development Strategist - MFS Investments

Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC

MFS Investments

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

For more information: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com

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

MFSand its representatives are not affiliated with Ameriprise Financial.

Alwaysconsult a Social Security agent or attorney regarding your specific SocialSecurity decisions.

AmeripriseFinancial, Inc. does not offer tax or legal advice. Consult with a tax advisoror attorney.

Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc.All rights reserved.

Market and Economic Update

EDT

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Russell Price, Chief Economist - Ameriprise Financial Investments, LLC.

Todd Hubley, Regional Vice President with Ameriprise Financial

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
To reserve a spot: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com
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.

Past events

Fall Festival

EDT

Fair Weather Growers, 10 Countyline Drive, Cromwell, CT 06416

Harbor Tides Capital, a private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s celebrate the season of pumpkins, with Hayrides, Corn mazes, Scarecrow Walks & Pumpkin picking! A family photographer will be on site to capture the moments!

There is no cost or obligation.

Plan to give more: Estate Planning

EDT

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David Houston,, Director Advance Strategies - Riversource Life Insurance Company

Todd Hubley, Regional Vice President, Ameriprise Financial Services LLC

Learn how to:

• Control how your estate is distributed

• Give to loved ones or charities important to you

• Help reduce taxes and leave a larger legacy

Thisis an informational event. There is no cost or obligation.

RiverSourceis affiliated withAmeriprise Financial , LLC.

AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation.Before you purchase insurance, be sure to consider the policy’s features,benefits and fees, and whether it is appropriate for you, based on yourfinancial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and inNew York only, by RiverSource Life Insurance Co. of New York, Albany, New York.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.

Securitiesoffered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial Inc. All rights reserved. 7937121ACMR0525

Tree Swallow Sunset Cruise aboard the Onrust!

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Connecticut River Museum - Steamboat Dock, 67 Main Street, Essex, CT 06426

Harbor Tides Capital, A private wealth advisory practice of Ameriprise Financial Services, LLC

We are thrilled to be hosting our annual Tree Swallow Sunset Cruise aboard the Onrust!

The Onrust is a re-creation of the vessel Adriaen Block built in 1614.Learn more about the Onrust here.

This event promises to be a celebration of nature, birds and the beauty of the open water. On board Naturalist(s), will educate you on the Tree Swallow phenomenon and all the other wildlife we see. We will charter a cruise to a special spot on the Connecticut River where 100's of thousands of Tree Swallows gather. They gather at sunset and perform aerial ballets forming an amazing display of art, coordination and cooperation. On the return cruise home, there is time to chat with others and experience the river at twilight, blending into night.

Whether you're an experienced bird watcher or someone looking to connect with nature on a deeper level, this event promises to be an enriching and inspiring experience. Come prepared with your binoculars, cameras and comfortable attire as we embark on an evening on the Connecticut River.

Please RSVP by August 21st to secure your spot. Space is very limited so please RSVP ahead of time and let us know if you are not able to make it.

The included hyperlink is provided for informational purposes only and is not an indication of endorsement of the content therein or affiliation with respect to the linked site. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

There is no cost or obligation.

Are you leveraging all the technology available to you at Ameriprise

EDT

Join this event online

John Leahy, Regional Vice President - Ameriprise Financial

John Leahy, Regional Vice President

Learn more about the following:
Get "on the go" access
Message Center
Statements and Documents
Total View
Using e-Signature
Personalize your Accounts

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 Financia, Inc. All rights reserved.

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Harbor Tides Capital, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

  • What is Medicare?
  • Choosing a Medicare Plan
  • Which option may be right for you?

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

This event is sponsored by: BlackRock.

BlackRock and their 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 risk 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. 7540869ACMR0125