When your health and your money intersect Date: Wednesday, July 29, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: HQ3WY3ry Join this event online Presented By: Robert Fakhry, Director, Market Leader – South Texas - BlackRock Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, we’ll explore how your health and financial well-being are more connected than you may realize, particularly as you approach or navigate retirement. Gain insights into preparing for medical expenses, life transitions, and changes in financial decision-making. Learn the importance of key legal documents, health care planning, and communicating your wishes with loved ones. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration The psychology of Investing Date: Tuesday, September 15, 2026 Time: 12:00 PM - 1:00 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. BlackRock is 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.
AI: The Opportunity is anything but Artificial Date: Tuesday, August 18, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: HQ3WY3ry Join this event online Presented By: Robert Fakhry, Director, Market Leader – South Texas - BlackRock Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. The rise of AI brings about a variety of questions - what is it? Why is everyone talking about ChatGPT and generative AI? How might it impact different sectors of the economy? During this complimentary session, we'll explore each of these questions and more, as well as what may potentially lay ahead. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration The psychology of Investing Date: Tuesday, September 15, 2026 Time: 12:00 PM - 1:00 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. BlackRock is 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.
Understanding Medicare: The Ins and outs of Medicare coverage Date: Wednesday, September 9, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: jx349Mo9 Join this event online Presented By: Ian Moreau, Regional Business Consultant - John Hancock Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. During this complimentary presentation we’ll discuss the history of Medicare and the basics of what Medicare is, what it covers, who is eligible, and when you should enroll. We’ll discuss Medicare costs as well as how people fill in the gaps in Medicare. And we will talk about Medicare Advantage plans and what you need to know if you plan on working past 65. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration The psychology of Investing Date: Tuesday, September 15, 2026 Time: 12:00 PM - 1:00 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. John Hancock is 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.
The psychology of Investing Date: Tuesday, September 15, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: 4LQ2nb7P Join this event online Presented By: Robert Fakhry, Director, Market Leader – South Texas - BlackRock Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, learn how emotions can influence investment decisions and affect long-term financial outcomes. Explore common behavioral tendencies that may lead investors off track and discover strategies for staying disciplined during market uncertainty. Gain insights to help you focus on your goals and make more confident investment decisions. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration The psychology of Investing Date: Tuesday, September 15, 2026 Time: 12:00 PM - 1:00 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. BlackRock is 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.
Retain Your Brain: How to age-proof your most valuable asset Date: Wednesday, October 14, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: 2bS3HJ6b Join this event online Presented By: Colman Flanagan , Regional Vice President – Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, we will learn simple, science-based steps to keep your brain sharp and lower the risk of cognitive decline. Dr. Marc Milstein will share practical tips on sleep, diet, exercise, and stress management to help you age-proof your most valuable asset. For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com RSVP Online Event registration The psychology of Investing Date: Tuesday, September 15, 2026 Time: 12:00 PM - 1:00 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) 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational seminar. There is no cost or obligation. Hartford Funds is 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.
5 Ways Technology Will Change How You Age Date: Tuesday, June 9, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: FC2fY6dQ Join this event online Presented By: Colman Flanagan , Regional Vice President - Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, discover how emerging technologies and AI are transforming the way we live, work, and age. As we unpack real-world examples that can support aging with confidence and comfort. This session will highlight practical tools designed to simplify daily life, from smart homes to health‑monitoring devices. This is an informational seminar. There is no cost or obligation. Hartford Funds is 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.
Family Love Letter: How Every Family Can Prepare Date: Tuesday, June 2, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: Ys3sF3Ni Join this event online Presented By: Jerry Hanley , Senior Vice President, Advisor Consultant - 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. Neuberger Berman is 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.
Media Replay Date: Wednesday, May 13, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: md9mv6GZ Join this event online Presented By: Colman Flanagan , Regional Vice President - Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. In this complimentary session, we’ll explore how today’s headlines shape our perceptions and influence the financial decisions we make. You’ll learn insights from the MIT Age Lab on why media-driven anxiety can trigger instinctual behaviors that may hurt long‑term outcomes and revisit past crises to uncover patterns that repeat throughout history, despite ever‑changing headlines. This is an informational seminar. There is no cost or obligation. Hartford Funds is 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.
Identity Theft: What can I do to protect myself? Date: Tuesday, May 5, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: Qn3ZW6N9 Join this event online Presented By: Mario Davila , Regional Wealth Management Consultant - American Century Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. With identity theft cases rising and attacks becoming more sophisticated, this complimentary session will explore how identity theft happens, the growing tactics used by cybercriminals - including phishing, fake websites, social engineering, data breaches, and even AI‑driven scams - and the practical steps you can take to protect yourself. This is an informational seminar. There is no cost or obligation. American Century is 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.
Understanding Social Security Decisions: Optimizing your Benefits Date: Tuesday, April 28, 2026 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: jx349Mo9 Join this event online Presented By: Ian Moreau, Regional Business Consultant - John Hancock Investments Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC In this complimentary session, you’ll learn how benefits are calculated, how timing impacts what you receive, and which options may help maximize lifetime income for individuals, couples, and survivors. We’ll also cover important updates for 2026, including COLA changes, tax considerations, and new eligibility guidelines. This is an informational seminar. There is no cost or obligation. John Hancock is not affiliated with Ameriprise Financial. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.