Upcoming events

Calm, Cool and Invested

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Reggie Berg, Director - MFS Investments

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an educational WebEx seminar event,

Thursday, August 18th, 1:00-1:45 p.m. Eastern Time

Hosted by: Six Point Wealth Advisors,

A private wealth advisory practice of Ameriprise Financial Services, LLC

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com

This is an informational seminar. There is no cost or obligation. MFS 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

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Making Cash Count

EDT

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Izabella Goldenberg, CFA - Goldman Sachs

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 339 4348#

Click here to join the WebEx

Password: Seminar1!

For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com

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

Goldman Sachs 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 any financial institution and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

Talking to Your Children – Building a plan for a healthy financial future

EDT

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Erica Kay, Manager - US Wholesale Marketing, Delaware Funds by Macquarie

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, you’ll learn:

· The basics of budgeting

· Credit scores and cards

· Paying for college

· Life after college

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 601 3016#

Click here to join the WebEx

Password: Seminar1!

For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com

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

Delaware Funds by Macquarie 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 any financial institution, and involve investment risks including possible loss of principal and

fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved. 4647013ACMR0422

The Family Love Letter

EST

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Karen Drancik, Senior VP - Neuberger Berman

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

· What do you have today?

· Where is it located?

· Who do you contact?

Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 622 4687#

Click here to join the WebEx

Password: Seminar1!

For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4397159ACMR0322

Past events

Raising Financially Savvy Kids

EDT

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Janet Koh, Director-Advisor Advancement Institute - MainStay - New York Life Investments

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an educational WebEx seminar event,

Thursday, July 21st, 2022, 1:00-1:45 p.m. Eastern Time

Hosted by: Six Point Wealth Advisors,

A private wealth advisory practice of Ameriprise Financial Services, LLC

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

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

MainStay - New York Life Investments 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 any financial institution and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

Market and Economic Perspectives Update: Macro Snapshot

EDT

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John Tousley, Managing Director, Strategic Advisory Solutions - Goldman Sachs

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for a timely economic and market update with John Tousley, Managing Director, Strategic Advisor Solutions, with Goldman Sachs. John heads the Global Market Strategy team at Goldman Sachs focusing on global capital market insight, macro strategy, and implementation.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2489 096 3403#

Click here to join the WebEx

Password: MarketUpdate1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Understanding Medicare A to D

EDT

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Jeff Nymark, CIMA Minnesota Sales Director - First Eagle Funds

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an educational WebEx seminar event,

Thursday, June 16th, 2022, 1:00-1:45 p.m.Eastern Time

Hosted by: Six Point Wealth Advisors,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

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

First Eagle Funds 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

How to Maximize Social Security Benefits

EDT

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Mary Beth Franklin, CFP TM Professional & Contributing Editor at Investment News

Six Point Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC

Join us for an exclusive opportunity to attend a virtual presentation on Thursday, May 25, 2022. The event is complimentary. Below are details about the event.

In this session "How to Maximize Social Security Benefits", You will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits.

After you register, you will receive an email confirmation from WebEx with your Registration ID and the link to join the seminar. You will receive a reminder prior to the event along with access instructions. If you don’t receive the emails, please check your junk, or spam folder.

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

Mary Beth Franklin is 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.

7 Essentials of ESG Investing

EDT

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Meera Pandit, Vice President, Global Market Strategist - JP Morgan

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an educational WebEx seminar event, Thursday, May 19th, 2022, 1:00-1:45 p.m. Eastern Time

Join us for an educational webinar about ESG investing. Environmental, Social & Governance considerations are affecting consumer preferences and public attitudes. Policymakers are setting environmental and social goals -for some companies, this may be a headwind… but it also creates significant opportunities for those at the forefront of change. Learn how ESG is affecting the investment landscape and is changing the nature of investment flows.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 027 1331

Click here to join the WebEx

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend.

This is an informational seminar. There is no cost or obligation. JP Morgan and its representatives are bit affiliated with Ameriprise Financial, Inc. Not Federally Insured No Financial Institution Guarantee May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial