Upcoming events

Ameriprise Financial Services, LLC, Invites you to a private screening of “Jurassic World: Rebirth

PDT

AMC Saratoga, 700 El Paseo de Saratoga, San Jose, CA 95130

San Jose Branch

First Eagle, PGIM, Lord Abbett, NYLI and Macquire

Ameriprise Financial Services, LLC,

Invites you to a private screening of “Jurassic World: Rebirth”

For more information: call us at 408.963.2250

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.

What type of legacy will you leave?

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President

Ameriprise Financial Services, LLC

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed •Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy
For more information: call us at 408.963.2250

This is an informational seminar. There is no cost or obligation.

RiverSource is an affiliate of 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.

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.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

Ameriprise Financial Services, LLC, presents: “Tackling Taxes: Strategies for preserving wealth”

PDT

Maggiano's Little Italy San Jose , 3055 Olin Ave., Suite 1000 , San Jose , CA 95128

Shane Kennedy, CMFC®, CRPC®, Sr, Regional Advisor Consultant - Columbia Threadneedle Investments

San Jose / MTRY office

T Row Price and Columbia Threadneedle Investments.

Tackling Taxes: Strategies for preserving wealth

For more information: call us at 408.963.2250

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

Past events

A Night at the Ballpark!

PDT

Excite Ballpark, 588 East Alma Avenue , San Jose, CA 95112

Ameriprise San Jose and Monterey Office

First Eagle, PGIM, Lord Abbett, BlackRock and NYLI.

Ameriprise Financial Services, LLC, presents:

A Night at the Ballpark!

Join us at a San Jose Giants Baseball Game

There is no cost or obligation.

This event is sponsored by: First Eagle, PGIM, Lord Abbett, BlackRock and NYLI. 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.

Investment Insights and Dinner

PDT

Fairway Laguna Seca, 10520 York Road , Monterey, CA 93940

Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group

Monterey/San Jose Branch of Ameriprise Financial

Franklin Templeton, First Trust, and Goldman Sachs

“Artificial Intelligence: future, or hype?” Presented by Russell George, CFA, Institutional Portfolio Manager with Franklin Equity Group

“Turns In The Road" Presented by Jake Krejci, Vice President with First Trust Portfolios

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: Franklin Templeton, First Trust, and Goldman Sachs. The third party companies mentioned 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.

Social Security: Preparing for Retirement

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

MFS Fund Distributors, Inc.

Social Security: Preparing for Retirement

If you know of any friends that could benefit from learning more about Social Security, please forward the invitation

This is an informational seminar. There is no cost or obligation.

MFS Fund Distributors, Inc. And its representatives are not affiliated with Ameriprise Financial, Inc.

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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. Allrights reserved.

7700666ACMR0325

Goal-based advice from Ameriprise Financial at Top Golf

PDT

Top Golf, 10 Topgolf Dr,, San Jose, CA 95002

Davin J. Lundgren, CRPC®, AAMS® , Associate Manager | Financial Advisor - Ameriprise Financial

Ameriprise Financial San Jose and Monterey Branch

American Century, T. Rowe Price, and First Eagle

Goal-based advice from Ameriprise Financial

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: American Century, T. Rowe Price, and First Eagle. Third parties 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.

How to navigate volatile markets

PDT

Join this event online

Phil Nguyen, CFS®, APMA (TM), Financial Advisor | Managing Director - Ameriprise Financial Services, LLC

Phil Nguyen, CFS®, APMA (TM)

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

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.
© 2025 Ameriprise Financial, Inc. All rights reserved.