Upcoming events

2023 SEMINAR SERIES: Three Secrets to Becoming a Better Investor

EST

Seminar1!

Join this event online

David Goodsell, Executive Director - Natixis

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, we’ll discuss challenges for investors and secrets to becoming a better investor such as:

· Regulating your emotions

· Setting intentional goals to guide you

· Being a smart shopper

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 280 7413#

Password: Seminar1!

For more information: call us at 413.540.0196 or email us at patricia.belanger@ampf.com

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

Natixis 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.

5066307ACMR1122

2023 SEMINAR SERIES: Power of the Fork - Not your Grandma's Nutrition Lesson

EDT

Seminar1!

Join this event online

Michelle Norris, Director of Corporate Wellness - SweatNET, in partnership with Delaware Funds by Macquarie

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Butter or margarine? Whole eggs or egg whites? As many of us strive to make healthier nutrition choices, it’s important to understand the right way to feed our bodies.

This session dives into the often-overwhelming world of nutrition with the goal of helping us identify what foods our body needs and what foods we should work to minimize from our diet. We’ll discuss how to read nutrition labels and offer practical tips for grocery shopping, along with ideas for healthy meals and snacks!

Please call: 1-844-621-3956

Meeting Number (Access Code): 2492 416 7697#

Password: Seminar1!

For more information: call us at 413.540.0196 or email us at patricia.belanger@ampf.com

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

SweatNET and Delaware Funds by Macquarie, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

2023 SEMINAR SERIES: 8,000 Days

EDT

Seminar1!

Join this event online

Michael Lynch, Managing Director - Applied Insights, Hartford Funds

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

With today’s extended lifespans, a person could be facing roughly 20 or more years in retirement...approximately8,000 days. Thinking of it this way, it becomes clearer that retirement is not an end, but rather a new and complex phase of life with many unknowns. That being said, getting started on the right foot is crucial.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 473 6152#

Password: Seminar1!

For more information: call us at 413.540.0196 or email us at patricia.belanger@ampf.com

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

Hartford 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 fluctuational value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR0123

2023 SEMINAR SERIES: Navigating Volatility- Compelling Wealth Management Conversations

EDT

Seminar1!

Join this event online

Talley Leger, Senior Equity Strategist - Invesco

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Join us for an economic update with Talley Leger, Senior Equity Strategist for the Global Thought Leadership team at Invesco. Join this Webex to learn more about:

· What has the greatest impact on investment results?

· Is the market really like a casino?

Bear markets are always scary but don’t have to be devastating.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2480 710 6615#

Password: Seminar1!

For more information: call us at 413.540.0196 or email us at patricia.belanger@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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR01223

2023 SEMINAR SERIES: Keeping More of What you Earn

EDT

Seminar1!

Join this event online

Tom Antonovich, VP, Senior Advisor Consultant - Franklin Templeton and Tim Nichols, VP, Senior Advisor Consultant - Franklin Templeton

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address

· Municipal (muni) bonds

· Why you may consider investing in a tax-free income fund

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

Password: Seminar1!

For more information: call us at 413.540.0196 or email us at patricia.belanger@amof.com

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

Franklin Templeton 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.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

Income from tax-exempt municipal bonds or municipal bond funds maybe subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

Past events

Register now for January's Guide to the Markets & Economy in 2023

EST

Join this event online

Russell Price & Liz Varley, Russell Price,Chief Economist,and Elizabeth (Liz) Varley,Vice President – Federal Government Affairs - Afilliated

Ameriprise Financial Services

Mark your calendar for Thursday, January 26th at 4:00 PM ET to join us for a “virtual” complimentary webinar featuring two of our thought leaders, Russell Price, Chief Economist, and Elizabeth (Liz) Varley, Vice President – Federal Government Affairs. They will discuss the potential legislative, regulatory, market, and economic impacts.

Russell is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek, and Reuters and has appeared in many other national media outlets. In addition, Bloomberg Financial has cited him as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Liz represents the company’s federal legislative and regulatory interests before Congress and the Administration. She has previously held positions in Federal Government Affairs at New York Life and the industry trade association for broker-dealers, the Securities Industry and Financial Markets Association (SIFMA). In addition, Ms. Varley worked in the U.S. Senate as Counsel at the Senate Special Committee on Aging and as a staff attorney for the Bipartisan Commission on Entitlements and Tax Reform.

This is an informational event. 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.

2023 SEMINAR SERIES: Brainworks – Simple Solutions for Staying Sharp

EST

Seminar1!

Join this event online

Lindsay Troxell, Senior Director of Knowledge Labs Professional Development - Janus Henderson

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

What’s wealth without health? Brainworks isa program that will explore how even though cognitive decline may be an inevitable part of aging, the focus of our mental energy can be positively altered by simple habits practiced regularly that are driven by a purpose. Learn how to prevent, or at least postpone, the development of cognitive decline with developed training strategies for better brain health.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2495 291 6290#

Password: Seminar1!

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

Janus Henderson 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.

5066307ACMR1122

2022 SEMINAR SERIES: The Family Love Letter

EST

Seminar1!

Join this event online

Karen Drancik, Senior VP - Neuberger Berman

Summit House Wealth Partners

Hosted by: Summit House Wealth Partners, 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?

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

How to Maximize Social Security Benefits

EST

There is no code for this event

Join this event online

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

Ameriprise Financial Services

Join us for an exclusive opportunity to attend a virtual presentation on Wednesday, November9, 2022. The event is complimentary.

Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine.

Mary Beth became a Certified Financial Planner professional in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast.

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.

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

MaryBeth 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.

Anatomy of a Recession – What To Look For And Where We're Headed

EST

Password: Webinar1!

Join this event online

Jeffrey Schulze, CFA, Director and Investment Strategist - ClearBridge Investments and Franklin Templeton

Summit House Wealth Partners, a Private Wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will provide practical, actionable insight on the US economy and critical market trends. ClearBridge Investments, a special investment manager of Franklin Templeton, will be discussing the following:

· The current state of the economy

· Market outlook

· Discussions on volatility, inflation, and market leadership.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2488 335 6539#

Password: Webinar1!

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

Franklin Templeton, ClearBridge 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.