Upcoming events

7 Things No One Tells You About Retirement

PDT

Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612

Douglas Lewis , Senior Regional Advisory Consultant Asset Management - Southern California & Las Vegas - Columbia Threadneedle Investments

Jermaine Jamison CFP®, BFA™, AWMA℠, APMA™

Lunch seminar on retirement

To reserve a spot: email us at Georgina.X.Quiroz@ampf.com

Jermaine Jamison CA License # 0G36987This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management investment Advisers, 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 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. 8390505ACMR0925

Understanding Medicare from A to D

PDT

Join this event online

Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments

James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA®

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
For more information: email us at PacDesertRegion@ampf.com

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.

Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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

Past events

August Virtual Event-Estate Planning

PDT

Join this event online

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

James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

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

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.

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®, Regional Vice President - Pacific Desert Region

In April, we will have we will have Jordan Riggs, CPFA®,C(k)P® Defined Contribution Consultant, MFS Fund Distributors, Inc. presenting on SocialSecurity Preparing for Retirement. This event is at 4:00pm PT and will max outat 1,000 guests.

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 Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

7700666ACMR0325

Market and Economic Outlook Webinar

PDT

Join this event online

Russell Price, Chartered Financial Analyst®

Nikolas H Okita, CRPC™, AAMS™, AWMA℠

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets. Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2024, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015.

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

Third party companies mentioned 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 Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.