Past events

The Financially Confident Woman luncheon

CDT

Ameriprise Conference Center, 10431 Morado Circle, Building 5, Suite 330, Austin, TX 78759

Gerrilee Hartman, Regional Vice President - RiverSource Annuities

Justin A. Montandon, CFP®, CRPC®, Private Wealth Advisor; Sam Vaughan, Associate Financial Advisor; Alicia Rivera, CRPC®, Associate Financial Advisor, COO

RiverSource Annuities

You’ve provided for yourself and likely others, too - Now it’s important to make sure you’ve taken the right steps to live confidently in retirement.

Learn how to:

• Determine income sources to cover essentials

• Maintain your same lifestyle in retirement

• Prepare for the impact of unexpected events

• Create a legacy for those you love or causes you care about

Insurance and annuity products will be discussed at this event.

Lunch will be provided for you and your guest!

Parking available in front of Building 5. Take elevator to the 3rd floor, and join us in Suite 330.

RSVP by August 15, 2022

Justin A. Montandon, CA Insurance License #0I77171, AR Insurance License #7305950

Sam Vaughan, CA Insurance #4144740, AR License #16967156

Alicia Rivera, CA Insurance #0H96441, AR License #16691938

This seminar is sponsored by Riversource Annuities.

Structured annuities are insurance products that are complex, long-term investment vehicles and are subject to risk, including the potential loss of principal. Variable annuities are insurance products that are complex long-term investment vehicles that are subject to market risk, including the potential loss of principal invested. Before you invest, be sure to ask your financial professional about the variable annuity’s features, benefits, risks and fees, and whether the variable annuity is appropriate for you, based on your financial situation and objectives. This information is authorized for use when preceded or accompanied by a current annuity prospectus. The prospectus contains detailed information regarding risks, fees, allocation options and other information regarding the annuity. Read the prospectus carefully before you purchase the annuity.

This is an informational presentation. There is not cost or obligation. Before you purchase a life insurance policy or annuity contract, be sure to ask your financial advisor to explain the features, benefits, risks and fees, and whether the product is appropriate for you based upon your financial situation and objectives.

The Ameriprise Financial Services, LLC insurance agency license number is ‘CA License #0684538’.

RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Market and Economic Perspectives

CDT

You must RSVP to receive access credentials for this event or seminar

Justin Thomas, CIMA®, Regional Director and Vice President - Goldman Sachs

Justin A. Montandon, CFP®, CRPC®, Private Wealth Advisor; Sam Vaughan, Associate Financial Advisor; Alicia Rivera, CRPC®, Associate Financial Advisor, COO

This is an informational presentation. There is not cost or obligation.

Goldman Sachs and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.