Upcoming events

7 Things No One Tells You About Retirement

EDT

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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, we will be touching on:

· Retirement history reveals a lot

· The wrong top 10 list

· The unspoken side of retirement

· Major transition miscalculation

· Where cliche advice goes wrong

· The broken period of longevity

For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

This 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.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory service provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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. 7610697ACME0226

Securing Your Retirement

EDT

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Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· Rules of retirement benefits

· Individual, spousal, and survivor benefits

· Collection strategies

For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

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

This event is sponsored by: BlackRock.

BlackRock 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.

© 2025 Ameriprise Financial Inc. All rights reserved. 7713917ACMR0325

Understanding Medicare

EDT

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Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this presentation:

  • Medicare parts and when to enroll
  • Medicare costs
  • Medigap
  • Medicare Advantage
  • Working past 65
For more information: call us at 603.391.0548 or email us at erin.woods@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

©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Chief Economist, Russell Price, will share his perspectives on the

General market outlook, including market conditions and potential investment implications.

For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

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.

Family Love Letter

EST

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

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- What the Family Love Letter Is

  • A roadmap for the next generation
  • Stories, hopes, & desire…in the event of incapacity or loss
  • The link to the “voice of family dynamics”

- What is the purpose?

  • To preserve relationships
  • Provide security
  • This is not a legal document but a SYSTEM to gather information
  • The longer we live, the longer, deeper and wider our paper trail
For more information: call us at 603.391.0548 or email us at erin.woods@ampf.com

There is no obligation or cost for this event.

Cheri Brooks and Neuberger Berman Advisor Institute 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.

©2025 Ameriprise Financial LLC. All rights reserved. 7746536ACMR0325

Past events

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

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

This event is sponsored by: BlackRock.

BlackRock 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 risk including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125

Social Security: Preparing for Retirement

EDT

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Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Options for anyone who has ever been married

- The role of taxes in your retirement plan

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

being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consulta 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

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

©2025 Ameriprise Financial Inc. all rights reserved.

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Chief Economist, Russell Price, will share his perspectives on the

General market outlook, including market conditions and potential investment implications.

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.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial Inc. All rights reserved.

How to Stay Safe from Identity Theft & Cybercrime

EST

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Jeff Lanza, Former FBI Agent - John Hancock

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary presentation, we’ll discuss:

· The impact of technology

· Understanding the threats

· Protecting you and your family

· Accountability and support

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

This event is sponsored by: John Hancock Investments.

Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, any financial institution, and involve investment risk including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial Inc. All rights reserved. 7458444ACMR0125

Washington Update

EST

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Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial

Pilothouse Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider

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. 7355971ACMR1124