Social Security: Understanding the Importance of Social Security Claiming Decisions Date: Thursday, September 17, 2026 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Brian Doherty, Author of “Getting Paid to Wait.” Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. One of your most important retirement decisions is when to claim Social Security. This complimentary session will explain: • Whether Social Security can provide the income you need when you retire • How to make the most of your Social Security benefits• The potential benefits of delaying Presented by Brian Doherty, author of “Getting Paid to Wait.” Please RSVP to reserve your spot and receive your access credentials for this virtual event. Call Ellen Pocost at 914.269.67 13 or email lombardiandassociates@ampf.com. To reserve a spot: call us at 914.269.6713 or email us at lombardiandassociates@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. Brian Doherty, the Doherty Method and their 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. © 2026 Ameriprise Financial Inc. All rights reserved. 8986219ACMR0626
Feeding Westchester 2026 Volunteer Days Date: Friday, July 24, 2026 Time: 9:30 AM - 11:00 AM EDT Location: Feeding Westchester, 200 Clearbrook Road, Elmsford, NY 10523 Hosted By: Lombardi and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC We are pleased to announce that, once again, we will be volunteering at Feeding Westchester in 2026. This project remains a high priority for our team, and we would love for you to join us. The remaining dates for the year are Fridays: July 24th and October 9th. We will assist in the Elmsford, NY warehouse with various projects from 9:30-11am. Feeding Westchester and its associates are not affiliated with Ameriprise Financial.
How new tax law changes may impact you Date: Thursday, March 26, 2026 Time: 6:00 PM - 6:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, The Financial Advisors of - Ameriprise Financial Services, LLC Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. 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.© 2025 Ameriprise Financial, Inc. All rights reserved.
The key pillars of financial planning Date: Thursday, February 12, 2026 Time: 6:00 PM - 6:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, The Financial Advisors of - Ameriprise Financial Services, LLC Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise financial advisor can help you examine your current finances and plan for the future. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.
Guide to the Markets 1Q 2026 Date: Thursday, January 8, 2026 Time: 6:00 PM - 6:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Connor Fitzgerald, Vice President - JP Morgan Asset Management Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC This is an informational seminar. There is no cost or obligation.This event is sponsored by: JP Morgan Asset 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.