Taking control of your workplace retirement benefits Date: Wednesday, September 10, 2025 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC, Brent Makarczyk, CFP, CRPC, APMA, Private Wealth Advisor and Managing Partner - Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC Hosted By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. For more information: call us at 518.459.5500 or email us at alison.orr@ampf.com RSVP Online Event registration September 2025 Lunch Hour Insights (Online) - The One Big Beautiful Bill Act: What you need to know Date: Monday, September 22, 2025 Time: 12:00 PM - 12:45 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) 012345678910 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 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.
September 2025 Lunch Hour Insights (Online) - The One Big Beautiful Bill Act: What you need to know Date: Monday, September 22, 2025 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Hosted By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. The One Big Beautiful Bill Act, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join our upcoming Webinar to learn: Key changes for all tax filers Key changes for parents and families Key changes for retirees Key changes for tipped and overtime-eligible workers Questions to ask your Ameriprise financial advisor Q&A to follow with Special Guest Chris DiCocco, E.A., President of Inspire Tax To reserve a spot: call us at 518.459.5500 or email us at alison.orr@ampf.com RSVP Online Event registration September 2025 Lunch Hour Insights (Online) - The One Big Beautiful Bill Act: What you need to know Date: Monday, September 22, 2025 Time: 12:00 PM - 12:45 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) 012345678910 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 This is an informational seminar. There is no cost or obligation. Advisors affiliated with Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC have ownership in Inspire Tax. However, Inspire Tax is not a division or subsidiary of Ameriprise and is not endorsed by or affiliated with Ameriprise Financial. Inspire Tax is not under the supervision of Ameriprise Financial and is not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visitameripriseadvisors.com or Inspireconfidencegroup.com. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8304034ACMR0825
Inspire Confidence Group Monthly Happy Hour Date: Thursday, September 25, 2025 Time: 5:30 PM - 7:30 PM EDT Location: Toro Cantina, 111 Wolf Rd, Albany, NY 12205 Hosted By: Maria Natarelli, Private Wealth Advisor and Managing Partner, Inspire Confidence Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Inspire Confidence Group is hosting monthly happy hours! Please consider bringing a friend and join us at Toro Cantina in Albany! For more information: email us at alison.orr@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation.
Five things to know about Medicare Date: Wednesday, October 8, 2025 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC, George Amedore III, CFP®, CKA®, APMA™, Financial Advisor - Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC Hosted By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. For more information: call us at 518.459.5500 or email us at alison.orr@ampf.com RSVP Online Event registration September 2025 Lunch Hour Insights (Online) - The One Big Beautiful Bill Act: What you need to know Date: Monday, September 22, 2025 Time: 12:00 PM - 12:45 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) 012345678910 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 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
November 2025 Lunch Hour Insights (Online) - Giving with a Purpose Date: Wednesday, November 19, 2025 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC Hosted By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. To reserve a spot: call us at 518.459.5500 or email us at alison.orr@ampf.com RSVP Online Event registration September 2025 Lunch Hour Insights (Online) - The One Big Beautiful Bill Act: What you need to know Date: Monday, September 22, 2025 Time: 12:00 PM - 12:45 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) 012345678910 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 This is an informational seminar. There is no cost or obligation. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
December 2025 Lunch Hour Insights (Online) - What Do You Want For Yourself? Date: Wednesday, December 3, 2025 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar. Hosted By: Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC Join us for our December Virtual Speaker Series, 2026 Goals: What Do You Want For Yourself with Ray Kelly, Senior Vice President at Think2Perform. Maria Natarelli, Private Wealth Advisor and Managing Partner with Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC will join Ray Kelly to facilitate an interactive conversation on how to set personal goals, identify your values and make decisions that will help you accomplish your goals. For more information: call us at 518.459.5500 or email us at alison.orr@ampf.com RSVP Online Event registration September 2025 Lunch Hour Insights (Online) - The One Big Beautiful Bill Act: What you need to know Date: Monday, September 22, 2025 Time: 12:00 PM - 12:45 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) 012345678910 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 This is an informational seminar. There is no cost or obligation. Think 2 Perform and its 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. 7869296ACMR0425