An All Weather Approach to Investing Date: Thursday, November 6, 2025 Time: 12:00 PM - 2:00 PM PST Location: Fleming's Prime Steakhouse, 2762 Augustine Dr, Ste 110 , Santa Clara, CA 95054 Presented By: Andrew Williams, Regional Manager - Northern California - Lord Abbett Hosted By: San Jose Branch Sponsored By: Lord Abbett, T Rowe Price, John Hancock and JP Morgan During this complimentary session, we’ll discuss four main topics to help put recent events in perspective and explore important investing lessons along the way. We’ll discuss how: The Market Tends to Reward Long-Term Investors Weakness Presents Buying Opportunities Time in the Market Matters, Not Market Timing Diversification Is Important This is an informational seminar. There is no cost or obligation. Lord Abbett is not affiliated with Ameriprise Financial. This event is sponsored by:Lord Abbett, T Rowe Price, John Hancock and JPMorgan. 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 fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. AMP5594587.5
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA® Sponsored By: First Eagle Investments As America’s population ages, more individuals will qualify for Medicare each year—yet many find the process confusing. Join us for an informative seminar designed to help you navigate Medicare with confidence. What You’ll Learn: •An introduction to Medicare: coverage and costs •How and when to enroll •Coordinating Medicare with other insurance •Resources to support your journey This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Alwaysconsult a Medicare agent regarding your specific Medicare questions anddecisions. Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved 8387998ACMR0925
Ameriprise Financial Services, LLC, presents: “Why Social Security matters: And how to get the most Date: Wednesday, September 3, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose , CA 95125 Presented By: Robert Kron, CFP®, Advisor Education - Nuveen Hosted By: San Jose Branch Sponsored By: Nuveen and Eaton Vance WHEN: Wednesday September 3, 2025; Presentation starts at 6pm WHERE: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 PRESENTED BY: Robert Kron, CFP®, Managing Director, Advisor Education with Nuveen This is an informational seminar. There is nocost or obligation. This event is sponsored by: Nuveen and Eaton Vance. 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.
Ameriprise Financial Services, LLC, presents: “Tackling Taxes: Strategies for preserving wealth” Date: Wednesday, August 20, 2025 Time: 5:30 PM - 7:00 PM PDT Location: Maggiano's Little Italy San Jose , 3055 Olin Ave., Suite 1000 , San Jose , CA 95128 Presented By: Shane Kennedy, CMFC®, CRPC®, Sr, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: San Jose / MTRY office Sponsored By: T Row Price and Columbia Threadneedle Investments. Tackling Taxes: Strategies for preserving wealth This is an informational seminar. There is nocost or obligation. This event issponsored by: T Row Price and Columbia Threadneedle Investments. T. Row Price and its representatives are notaffiliated with Ameriprise Financial. Columbia Threadneedle Investments is affiliateof Ameriprise Financial. Ameriprise Financial, Inc. and its affiliatesdo not offer tax or legal advice. Consumers should consult with their taxadvisor or attorney regarding their specific situation. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Securities offered byAmeriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rightsreserved. 8144143ACMR0725
Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth Date: Friday, July 18, 2025 Time: 5:00 PM - 7:30 PM PDT Location: AMC Saratoga, 700 El Paseo de Saratoga, San Jose, CA 95130 Hosted By: San Jose Branch Sponsored By: First Eagle, PGIM, Lord Abbett, NYLI and Macquire Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth” There is no cost or obligation. This event issponsored by:FirstEagle, PGIM, Lord Abbett, NYLI and Macquire. These sponsors and representativesare not affiliated with Ameriprise Financial. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Securities offered byAmeriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.