College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Matt Moslander, CIMA® Executive Director, Client Advisor - J.P. Morgan Asset Management Hosted By: Heirloom Private Wealth During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect today, utilizing financial aid, and the importance of saving and investing. To reserve a spot: call us at 860.421.3330 or email us at Heirloomprivatewealth@ampf.com RSVP Online Event registration College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM 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) Number of additional guests attending with you (optional) 01 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. JPMorgan and their representatives are not affiliated with Ameriprise Financial, Inc. 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. © 2026 Ameriprise Financial, Inc. All rights reserved
Understanding Medicare from A to D Date: Thursday, September 17, 2026 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jeff Nymark, Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Heirloom Private Wealth An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process. Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy. The goal of the seminar is to help: • Introduce the program, itscoverage and its costs • Go over the enrollment process,and where and how to start • Share how to coordinate Medicare benefits with other forms of insurance • Discuss the resources availableto help individuals To reserve a spot: call us at 860.421.3330 or email us at Heirloomprivatewealth@ampf.com RSVP Online Event registration College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM 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) Number of additional guests attending with you (optional) 01 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. First Eagle and their representatives are not affiliated with Ameriprise Financial, Inc. 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
Family Love Letter Client Presentation How Every Family Can Prepare Date: Tuesday, October 27, 2026 Time: 6:00 PM - 8:00 PM EDT Location: Pond House Cafe , 1561 Asylum Ave, West Hartford, CT 06117 Presented By: Laura Fish-Kelly, Private Wealth Advisor - Ameriprise Financial Hosted By: Heirloom Private Wealth Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. To reserve a spot: call us at 860.421.3330 or email us at Heirloomprivatewealth@ampf.com RSVP Online Event registration College Planning Essentials Date: Thursday, August 20, 2026 Time: 1:00 PM - 1:45 PM 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) Number of additional guests attending with you (optional) 01 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Thisis 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. © 2026 Ameriprise Financial, Inc. All rights reserved.