Opus: Advice First invites you to a Happy Hour Date: Thursday, March 19, 2026 Time: 5:30 PM - 7:30 PM EDT Location: Crazy Horse Axe Throwing & Lounge, 975 Bridgeport Avenue, Milford, CT 06460 Presented By: Connor Odell, APMA, Financial Advisor - Opus: Advice First Hosted By: Opus: Advice First Opus: Advice First invites you to a Happy Hour To reserve a spot: call us at 203.881.5504 Ext. 102 or email us at kimberly.killoy@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. member FINRA and SIPC © 2026 Ameriprise Financial, Inc. All rights reserved.
Opus: Advice First invites you to an Indoor Golf Event Date: Thursday, March 19, 2026 Time: 6:00 PM - 9:00 PM EDT Location: Golf Cove, 336 State Street, North Haven, CT 06473 Presented By: Connor Odell and Bob Tosetti, APMA, Financial Advisor - Opus: Advice First Hosted By: Opus: Advice First Indoor Golf event on February 19, 2026 and additional dates throughout 2026 To reserve a spot: call us at 203.881.5504 Ext. 102 or email us at kimberly.killoy@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 risk including possible loss of principal and fluctuation in value. The Compasses a trademark of Ameriprise Financial, Inc. Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025Ameriprise Financial, Inc. All rights reserved. 8674923ACMR1225
Opus: Advice First invites you to Financial Foundation: A Guide to Managing your Money-Part 1 Date: Thursday, March 26, 2026 Time: 5:30 PM - 7:00 PM PDT Location: The Tax Doctor, 6743 Bright Avenue, Whittier, CA 90601 Presented By: Steven Flores, APMA, Financial Advisor - Opus: Advice First Hosted By: Opus: Advice First Opus: Advice First invites you to Financial Foundation: A Guide to Managing your Money- Part 1 To reserve a spot: call us at 203.881.5504 Ext. 102 or email us at kimberly.killoy@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. 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 risk 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) logo in the U.S. The Compass is a trademark of Ameriprise Financial, Inc. Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SPIC.© 2026 Ameriprise Financial, Inc. All rights reserved.8785241ACMR0226
Opus: Advice First presents: Webinar Wednesday Date: Wednesday, April 22, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Albertine Gibbs, APMA, Financial Advisor - Opus: Advice First Hosted By: Opus: Advice First Opus: Advice First presents: Webinar Wednesday To reserve a spot: call us at 203.881.5504 Ext. 102 or email us at kimberly.killoy@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. 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 risk 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) logo in the U.S. The Compass is a trademark of Ameriprise Financial, Inc. Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SPIC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8790625ACMR0326
Opus: Advice First cordially invites you to a New Client & Referral Appreciation Dinner Date: Tuesday, January 27, 2026 Time: 6:00 PM - 8:00 PM EST Location: Villa Lulu, 230 College Street, New Haven, CT 06510 Presented By: Philip J. Orlando, SVP & Chief Market Strategist - Federated Hermes Hosted By: Opus: Advice First New Client & Referral Appreciation Dinner with educational presentation: Orlando’s Outlook: Trump 2.0 Presented by Philip J. Orlando, CFA®, SVP & Chief Market Strategist, Federated Hermes This is an informational seminar. there is no cost or obligation. Federated Hermes and its representatives are not affiliated with Ameriprise Financial. Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC 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 risk including possible loss ofprincipal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Financial foundation: A guide to managing your money Date: Wednesday, January 21, 2026 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Albertine Gibbs, APMA®, CFP® Financial Advisor - Opus: Advice First Hosted By: Opus: Advice First Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. This is an informational seminar. There is no cost or obligation. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.