Preparing for taxes in retirement Date: Wednesday, February 18, 2026 Time: 1:00 PM - 1:30 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 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 Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM 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.
How new tax law changes may impact you Date: Wednesday, February 25, 2026 Time: 12:30 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda J. Willey, CFP®, APMA®, 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 The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM 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.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.
Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Amanda J. Willey, CFP®, APMA®, 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 complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM 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.
How to navigate volatile markets Date: Wednesday, March 25, 2026 Time: 12:30 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Lennox Donlon, APMA®, 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 Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM 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.
Giving with a purpose Date: Wednesday, April 8, 2026 Time: 12:30 PM - 1:00 PM EDT 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 Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM 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. 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.
Real estate: Important considerations for you and your family Date: Wednesday, April 29, 2026 Time: 12:30 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Lennox Donlon, APMA®, 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 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. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Knowledge is power - Financial strategies for women Date: Wednesday, March 4, 2026 Time: 12:30 PM - 1:00 PM 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. 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.
Technology Investing: Is A.I. opportunity or hype? Date: Wednesday, January 14, 2026 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. 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.