Upcoming events

Why Social Security Matters: And how to get the most out of it

EDT

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Robert Kron, CFP®, Managing Director, Advisor Education - NUVEEN

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Join us for this informative session designed to help you understand the critical role Social Security plays in your retirement strategy. During this complimentary presentation, we will cover:

· Dispelling the Myth of Insolvency

· Interpreting your Social Security Statement

· Understanding Primary Insurance Amount (PIA) and Its Calculation

· Exploring Additional Benefits
For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

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

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 found in 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.

This event is sponsored by NUVEEN. NUVEEN and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security 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 risk including possible loss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC @2025Ameriprise Financial Inc. all rights reserved. 8637533ACMR1225

Grillin' and Chillin'

EDT

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Gina Mustoe, Top Chef Amateur Winner - GiGi Cooks

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Get ready to fire up the grill and have some fun with bourbon! We’ll be diving into how bourbon can seriously level up your summer grilling. Gina will be sharing some tasty recipes, including BBQ bourbon bacon jam and a flavorful bourbon marinade – and yes, we’ll be shaking up a few bourbon drink recipes, too!

For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC @2026 Ameriprise Financial Inc. all rights reserved. 8839059ACMR0326

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

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John Leahy, Regional Vice President - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- OmniView

- Using e-Signature

- Personalize your Accounts

For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

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

©2026 Ameriprise Financial, Inc. All rights reserved 8736426ACMR0226

Making Yourself a Difficult Target for Cyber Criminals: Personal Security Insights

EDT

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Gary Rossi, Former FBI Agent, Head of Personal Security Insights Program - Fidelity Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary presentation, we’ll discuss:

· The impact of technology – your digital footprint

· Proven strategies for safeguarding your wealth

· Protecting you and your family

· Accountability and support
For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

This is an informational seminar. There is no obligation or cost for this event.

This event is sponsored by: Fidelity Investments. Fidelity 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 a 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.

©2026 Ameriprise Financial LLC. All rights reserved. 8844144ACMR0426

Understanding Medicare

EDT

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Brooke Baker, Practice Management Specialist - Manulife John Hancock Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65
For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

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

This event is sponsored by John Hancock. John Hancock 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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

©2026 Ameriprise Financial LLC. All rights reserved. 8781890/ACMR0226

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

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.

©2026 Ameriprise Financial Inc. All rights reserved. 8739729ACMR0226

Family Love Letter

EST

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Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

What is it? It is the gift of Information

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather pertinent information

o The longer we live, the longer, deeper and wider our paper trail
For more information: call us at 401.943.6803 or email us at marie.davidson@ampf.com

This is an informational seminar. There is no obligation or cost for this event.

Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2026 Ameriprise Financial LLC. All rights reserved. 8739803ACMR0226

Past events

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

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. 8645409ACMR1225

Women's Legacies: You don't have to leave millions to leave meaning...

EDT

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Angela L Todd , Archivist, Historian

Park Row Wealth Advisors

Park Row Wealth Advisors is excited to invite you to an upcoming event where Angela L.Todd, Archivist, Historian will be presenting an hour long look at the value of leaving a personal archive & history to accompany financial or property wealth. Women’s lives are historically significant – not because they were affluent, but because they were the pillars that held up towns, community projects, and families. They were foundational. Women’s labor has historically been invisible, undocumented, and often financially indirect. Without intentional preservation, so much of women’s hard work simply evaporates (even in an equitable partnership… perhaps especially then).Using specific examples from her client work, she will show how: a family with no historical documentation jumped to the worst conclusions, an oral history made clear how close historical tragedy was for one family, and how far they had come from it, one woman’s detailed history puts the lie to a rampant social anxiety and shows instead the imaginative hard work that allowed her family to survive their history & archives legacies – intimate and enduring – leave permanent proof of their importance for the historical record. Families experience gratitude and pride when they understand the personal and historical contexts of what came before them. If time allows, attendees will be asked to respond to a writing prompt about the legacies they want to leave.

This is an informational event. There is no cost or obligation. Angela L Todd is not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8793405ACMR0326

Save on Your Prescription Drugs

EST

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Lynn Bishel , Founder and Principal - Bishel Consultants, LLC

Park Row Wealth Advisors

Park Row Wealth Advisors is excited to invite you to an upcoming event where Lynn Bishel, Founder and Principal of Bishel Consultants, LLC, will present: Save on your Prescription Drugs.
This informative session will begin with an overview of how prescription drug insurance works, including a translation of the terminology used by your insurance provider. We will explore strategies for maximizing savings within the rules of your plan. Then we’ll review savings programs available through the government and the broader pharmaceutical industry. Finally, we’ll cover the process for requesting exceptions and making appeals to get the coverage you need. While this presentation will primarily focus on Medicare Part D, many of the strategies discussed will also be relevant to non-Medicare insurance plans.

This is an informational seminar. There is no cost or obligation. Bishel Consulting, LLC 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.

© 2026 Ameriprise Financial, Inc. All rights reserved. 8699625ACMR0126

Sleep Doctor

EST

Flemings Steak House, 1 W Exchange St., Providence, RI 02903

Dr. Melissa Milanak, PHD

Park Row Wealth Advisors

Victory Capital

A Dr. Melissa Milanak presenting to our clients by promoting holistic wellness, showcasing our commitment to client health beyond financial matters. This engagement enhances trust and loyalty, positioning us as a leader in integrating lifestyle support into our services, ultimately enriching the client experience.

Hosted by: Park Row Wealth Advisors, a financial advisory practice of Ameriprise Financial Services, LLC.

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.

Join us for Pickleball & Client Seminar

EST

Centerline Pickleball, 33 Lambert Lind Highway, Warwick, RI 02886

Doug Bottaro, Vice president - First Trust

Park Row Wealth Advisors

Join us on January 21st, 2026, for an exciting Pickleball Event coupled with an insightful seminar, "Turns in The Road: Navigating Through Transitions," presented by Doug Bottaro.

This unique gathering will feature a lively pickleball tournament, providing a fun and engaging way to connect with fellow participants. Following the games, Doug Bottaro will share his expertise on managing life’s transitions, offering valuable strategies to navigate change effectively.

Whether you're a seasoned player or new to the sport, this event promises to enhance your skills on the court while equipping you with essential tools for personal and professional growth. Don't miss this opportunity to combine fitness, fun, and impactful learning! To reserve a spot: call us at 401.824.2527 or email us at alexia.moronta@ampf.comEvent Description (required); max 1,500 characters

Hosted by: Park Row Wealth Advisors, a financial advisory practice of Ameriprise Financial Services, LLC. 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. 8647191ACMR1225