The Tax Calm Before the Storm Date: Wednesday, February 25, 2026 Time: 6:00 PM - 8:00 PM PST Location: Maggiano’s Little Italy, 3055 Olin Ave, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: Todd Ferreira, APMA® Financial Advisor | Vice President with NF Wealth Management, and Phil Nguyen, CFS®, APMA Financial Advisor | Managing Director with NF Wealth Management A Financial advisory prac Sponsored By: Nuveen You and your guests are invited to join us for a special event!The Tax Calm Before the Storm Taking full advantage of tax certainty while planning for changes to come Wednesday, February 25th, 2026 6:00 PM – 8:00 PM PSTHosted by Todd Ferreira, APMA® Financial Advisor | Vice President with NF Wealth Management, and Phil Nguyen, CFS®, APMA Financial Advisor | Managing Director with NF Wealth Management A Financial advisory practice of Ameriprise Financial Services, LLC Presented by James BergeronAdvisor Education ConsultantNuveenFood and beverages served atMaggiano’s Little Italy3055 Olin Ave. San Jose, CA 95128Sponsored by Nuveen Space is limited. Please reserve your space for you and your friends. To reserve a spot: call us at 408.963.2259 or email us at Amber.Hopfensperger@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation | Nuveen 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
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