Raising Financially Aware Kids Date: Tuesday, July 22, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Wendy Goodyear, Financial Advisor Consultant - American Century Hosted By: Southern States Region of Ameriprise Financial Services, LLC Ameriprise Financial invites you to Raising Financially Aware Kids Webinar on Tuesday July 22nd, 2025, at 12:00 PM ET. What every kid should know about money From toddlers to teens, Raising Financially Aware Kids is for parents, grandparents, teachers – anyone who wants to help children learn about money. Learn more about: •Understanding the differences between “needs” and “wants” and values around money •Establishing saving and investing habits at every age •Knowingthe aspects of debt and borrowing – what to watch for and how those concepts apply to paying for an education Thisis an informational seminar. There is no cost or obligation. AmericanCentury is not affiliated with Ameriprise Financial, Inc. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8150268ACMR0725
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, June 17, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: The Coastal Group Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature- Personalize your Accounts 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 ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325
Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: 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 Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125
Indoor Golf Networking Event Date: Thursday, March 27, 2025 Time: 5:30 PM - 8:30 PM EDT Location: Golf Lounge 18, Sportsplex, 85 Mill Plain Road, Suite# H, Fairfield, CT 06824 Presented By: James F. Stuart, Branch Manager, Financial Advisor Hosted By: Ameriprise Financial Services, LLC Sponsored By: Anthony J. Balboa, Lord Abbett & Rob Bilek, MFS Bring a Friend for this casual, fun-filled evening offers a perfect opportunity to expand your professional network while enjoying some friendly competition - no golf experience required! What to expect: Professional golf simulators with games suitable for all skill levels Light appetizers and refreshments provided. Golf pro available for quick tips and pointers! Networking between rounds There is no cost or obligation. Lord Abbett, MFS, and associated representatives are not affiliated with Ameriprise Financial.
Why Social Security Matters Date: Tuesday, October 15, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Robert Kron, Managing Director, - Nuveen Hosted By: Ameriprise Financial Services, LLC Southern States Join us for a special presentation on why Social Security Matters. Thisis an informational event. There is no cost or obligation. Nuveenand its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value. Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6180315ACMR0124