Past events

SUMMER HAPPY HOUR SERIES: Uncommon Ground

CDT

Uncommon Ground, 3800 N Clark St, Chicago, IL 60613

Jensen & Associates

Prudential & John Hancock

Join us for our final Happy Hour of the summer! We’ll be at Uncommon Ground in Wrigleyville for an evening of great conversation, tasty drinks, and familiar faces. Whether you’re a longtime client or someone newer to the fold, we’d love for you to bring someone you’ve been meaning to introduce to us.

Free and metered street parking can be found near Uncommon Grounds (be sure to check for signs!). The Hotel Zachary has an attached garage for $16 for 2 hours and is a5-minute walk from the venue. The other closest covered parking option is the Kenmore Avenue Garage (be sure to check the SpotHero app for rates and other options as well!).

If you can’t make this one, we hope to see you next summer for our Happy Hour Series —dates to follow!

There is no cost or obligation to attend.

Prudential and John Hancock not affiliated with Ameriprise Financial.

The Compass is a trademark of Ameriprise Financial, Inc.

Making the Most of Medicare: What You Need to Know

CDT

Join this event online

Graham Kimmerer, Senior Strategist - MFS Investment Management

Jensen & Associates, 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.

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

This event is sponsored by:MFS Investment Management. These sponsors and 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.

© 2025 Ameriprise Financial, Inc. All rights reserved.

SUMMER HAPPY HOUR SERIES: The Dock at Montrose Beach

CDT

The Dock at Montrose Beach, 200 W. Montrose Harbor Dr, Chicago, IL 60640

Jensen & Associates

Russel Investments & RiverSource

We’re heading to the lake front for our second summer Happy Hour, and you’re invited! Join us at The Dock at Montrose Beach for a laid-back evening by the water. This is a great opportunity to unwind and introduce someone to our team!

Please RSVP so we can save you a seat!

The closest option is the Montrose Harbor Lot (rates are 1hr /$4.42, 4hr/$9.53). If this lot is full and you don’t mind a pleasant walk, SpotHero suggests spots at nearby Weiss Memorial Garage: ~0.8 mi, starting ~$9.25 (use the SpotHero app or website for more information). Free and metered parking can also be found on nearby N Simonds drive as well.

If you can’t make this one, mark your calendar for our last Happy Hour:

  • September 11th – Uncommon Ground, 3800 N Clark St, Chicago, IL

Quarterly Market Update

CDT

Join this event online

Julie Richards, Regional Director - Fidelity

Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.

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

This event is sponsored by: Fidelity. These sponsors and 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.

SUMMER HAPPY HOUR SERIES: Rustico in Oak Park

CDT

Rustico, 722 Lake St, Oak Park, IL 60301

Jensen & Associates

Columbia Threadneedle & Nuveen Investments

We’d love for you to join us at Rustico in Oak Park for a fun, laid-back evening with friends, colleagues, and community. These happy hours are designed to give us a chance to connect in a casual environment, and if there’s someone you’ve been meaning to introduce to our team, this is the perfect setting.

Street parking is available (meters are enforced enforce about 8 a.m.–10 p.m.) along with the Avenue Parking Garage (Euclid Ave, covered public garage ~0.2 mi away). For more parking options, we recommend using SpotHero (plan to reserve in advance to guarantee pricing).

If you can’t make this one, mark your calendar for an upcoming Happy Hour:

  • August 7th – The Dock at Montrose Beach, 200 W. Montrose Harbor Dr., Chicago, IL
  • September 11th – Uncommon Ground, 3800 N Clark St, Chicago, IL

There is no cost or obligation to attend.

Columbia Threadneedle is an affiliate of Ameriprise Financial, Inc.

Nuveen is not affiliated with Ameriprise Financial.

The Compass is a trademark of Ameriprise Financial, Inc.