Chart Chat - Market Updates Date: Monday, April 13, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: AJ Srmek, Financial Advisor - OsborneKlein Hosted By: OsborneKlein Chart Chats are informative, virtual presentations by a financial advisor at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. The presentation is followed by a Question & Answer session based on the presentation. For more information: call us at 269.321.5002 or email us at Jacob.olvitt@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. 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.© 2024 Ameriprise Financial, Inc. All rights reserved. 6163976ACM R 0124
Real estate: Important considerations for you and your family Date: Tuesday, April 14, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: AJ Srmek, Financial Advisor - OsborneKlein Hosted By: OsborneKlein During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. For more information: call us at 269.321.5002 or email us at Jacob.olvitt@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. Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives. Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, April 29, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Zachary Petty, Financial Advisor - OsborneKlein Hosted By: OsborneKlein During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: call us at 269.321.5002 or email us at Jacob.olvitt@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 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.
How to Maximize Social Security Benefits Date: Thursday, May 21, 2026 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated Hosted By: OsborneKlein, a private wealth advisory practice of Ameriprise Financial Services, LLC "How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8%cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits. To reserve a spot: call us at 269.321.5002 or email us at planwithOK@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be founding our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. Mary Beth Franklin and RetirePro, LLC are nonaffiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. 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.