Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, November 13, 2025 Time: 12:00 PM - 12:15 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Sam Grosso, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC 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. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@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 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.
Technology Investing: Is A.I. opportunity or hype? Date: Wednesday, November 19, 2025 Time: 12:00 PM - 1:00 PM EST Location: R.D. Scinto Auditorium, 3 Corporate Drive, Shelton, CT 06484 You must RSVP to receive access credentials for this event or seminar. Presented By: J. Patrick Clunan, ECA, Sr. Director, Head of Advisor Consulting - Columbia Threadneedle Hosted By: Sam Grosso, Associate Financial Advisor Sponsored By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a thoughtful and engaging discussion on how AI is reshaping industries, influencing our daily lives, and creating new possibilities for growth. This presentation will highlight: How AI is accelerating innovation across sectors like healthcare, advertising, and infrastructure The economic impact of AI - including its potential to contribute over $13 trillion to the global economy What AI means for your investments and how to navigate the opportunities ahead Our guest, Joe Bouffard, A.I. Coach with A.I. Growth Plan, will join us for a dynamic Q&A session focused on the evolving role of A.I. across industries. He will engage directly with the audience, answering questions and sparking conversation around how A.I. is shaping business today. This is an opportunity to gain insight and feel more confident navigating innovation in a rapidly changing environment. Whether you are curious about the future of technology or considering how it may affect your financial journey, this session is designed to bring clarity and confidence to your decision-making. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@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 This is an informational event. There is no cost or obligation. Columbia Threadneedle Investments is an Ameriprise affiliate. Joe Bouffard and AI Growth Plan 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.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Thursday, December 4, 2025 Time: 12:00 PM - 12:15 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda Willey, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@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 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.
Preparing for taxes in retirement Date: Thursday, December 18, 2025 Time: 12:00 PM - 12:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Richard R. Miller, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial, LLC Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial, LLC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@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 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.
Strategies to help you make an impact with your estate Date: Thursday, October 30, 2025 Time: 12:00 PM - 12:15 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda Willey, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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.
Financial foundation: A guide to managing your money Date: Thursday, October 23, 2025 Time: 12:00 PM - 12:15 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Ryan Miller, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC 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.
Your Retirement Roadmap: Building wealth and saving for the future Date: Thursday, October 9, 2025 Time: 12:00 PM - 1:15 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Len Donlon, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. 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.
Divorce: Find your independence Date: Thursday, October 2, 2025 Time: 12:00 PM - 12:15 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda Willey, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose. 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. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Thriving in the sandwich generation Date: Thursday, September 25, 2025 Time: 12:00 PM - 12:15 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda Willey, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. 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.