Four Strategies for Managing Concentrated Stock Date: Thursday, April 23, 2026 Time: 2:00 PM - 3:00 PM PDT Join this event online Presented By: Damon Novelli, Executive Director - Eaton Vance Hosted By: Harvest Wealth Advisors To reserve a spot: call us at 503.573.8138 or email us at cody.farnes@ampf.com RSVP Online Event registration Date: Time: 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) 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 Eaton Vance is not affiliated with Ameriprise Financial, LLC
Social Security: Preparing for Retirement Date: Thursday, April 30, 2026 Time: 3:00 PM - 4:00 PM PDT Join this event online Presented By: Caleb Rocconi, CFA, Regional Consultant - MFS Hosted By: Harvest Wealth Advisors 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 atthe 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). To reserve a spot: call us at 503.573.8138 or email us at megan.l.carlson@ampf.com RSVP Online Event registration Date: Time: 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) 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 MFS is not affiliated with Ameriprise Financial, LLC Always consult a Social Security agent or attorney regarding your specific Social Security decisions.