Upcoming events

Market and Economic Update

CST

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Christopher Spina, Associate Financial Advisor - Ameriprise Financial

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

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 312.546.6070 or email us at kyle.benter@ampf.com
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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

Invesco Trending Conversations: What investors need to know about the One Big Beautiful Bill

CDT

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John Kieca, Regional Advisor Consultant - Invesco

Tim Silver, Financial Advisor with Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Now that the dust has settled on the One Big Beautiful Bill (OBBBA), its economic and market implications are becoming clearer. While tax cuts and new spending are expected to boost US growth and benefit certain industries, the positive effects of the legislation must be weighed against cuts to existing programs and higher tariff rates.

Join us for a complimentary session on the One Big Beautiful Bill where we will cover:

• Key tax and spending provisions• Market reaction and investment opportunities• Potential implications for economic growth, the deficit, and interest rates

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.

This event is sponsored by: Invesco Ltd. 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

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

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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

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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.