8,000 Days Date: Tuesday, October 7, 2025 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: tc9HD9m8 Join this event online Presented By: Ed Cisowski, Central Division Manager - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC Retirement if often looked at as an end – the end of a career or the final stage in one’s life. But if you’re looking at retirement as the end goal, you might not be preparing the best way. With longer life spans today than ever before, how will you prepare for your 8,000 days of retirement? During this session we’ll discuss · The 8,000-day life segments · The four phases of retirement and important considerations of each · How to prepare for your 8,000-day retirement This is an informational seminar. There is no cost or obligation. This event is sponsored by: Hartford Funds. 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.
Personal Security Insights Date: Wednesday, September 24, 2025 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: dN7fK6xz Join this event online Presented By: Brandon Simpson, Regional Director - Fidelity Institutional Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. Join us to learn more about Identity Theft and how you can protect yourself. We’ll also discuss what to do if you become a victim of identity theft and the critical resources and information you need to take swift action and minimize damage. Fidelity and its representatives are not affiliated with Ameriprise Financial.
Retain Your Brain: How to age-proof your most valuable asset Date: Tuesday, September 23, 2025 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: s9y3jY6R Join this event online Presented By: Hartford Fund, Central Division Manager - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore: · Your Age vs your Brain’s Age · The Importance of Brain Health · How to Age-Proof Your Brain This is an informational seminar. There is no cost or obligation. This event is sponsored by: Hartford Funds. 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.
Family Love Letter: How Every Family Can Prepare Date: Wednesday, September 17, 2025 Time: 6:00 PM - 9:00 PM CDT Location: Paesanos Lincoln Heights , 555 E Basse Rd, San Antonio, TX 78209 Presented By: Jerry Hanley, Senior Vice President - Neuberger Berman Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. 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. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Neuberger Berman. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Social Security: Preparing for Retirement Date: Wednesday, August 6, 2025 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: w8yf3tz3 Join this event online Presented By: Jason Grimes , Senior Regional Consultant - MFS Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS. These sponsors and representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security 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. © 2025 Ameriprise Financial, Inc. All rights reserved.