Upcoming events

Gen AI: From Experimentation to Transformation

EDT

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Blair McGreenery, Director, Business Development - Alkeon Capital Management

The Townsend Morgan Group, A financial advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Topics covered in this presentation:

  • Outlook on the emerging wave of technological innovation and AI, which we expect to be wide in scope, transformative and highly disruptive.
  • The Tipping Point for Generative AI: Massive Computing Power, Data, and the Invention of the Transformer Model
  • A Step Back: A Historical Review and Early Stages of the AI Revolution
  • For businesses this means fundamentally changing how the world’s largest industries operate
  • Importance of Remaining Selective when Investing across the Technology “Stack”

Please click on the JOIN THIS EVENT ONLINE button to register.

For more information: call us at 810.603.3750 or email us at heather.l.robbins@ampf.com

This is an informational seminar. There is no cost or obligation. This event is sponsored by Alkeon Capital Management. Alkeon 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. 8726476ACMR0126

Past events

Retain Your Brain

EST

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Keith Olender, Advisor Consultant - Hartford Funds

The Townsend Morgan Group A financial advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual event, we will be discussing:

· Your Age vs. Your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain
Please click on the JOIN THIS EVENT ONLINE button to register

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

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

This event sponsor is Hartford Funds. Hartford Funds 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 of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC@2025

Washington Update

EST

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Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial Services, LLC

The Townsend Morgan Group A financial advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Elizabeth will discuss the investment landscape, including a market update and insights for investors to consider.

Please click on the JOIN THIS EVENT ONLINE button to register.

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 risk including possible loss of principal and fluctuation in value.

Family Love Letter

MI

Cheri Brooks , Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

The Townsend Morgan Group A financial advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- What the Family Love Letter Is

· A roadmap for the next generation

· Stories, hopes, & desire…in the event of incapacity or loss

· The link to the “voice of family dynamics”

- What is the purpose?

· To preserve relationship

· Provide security

· This is not a legal document but a SYSTEM to gather information

· The longer we live, the longer, deeper and wider our paper trail

Please click on the JOIN THIS EVENT ONLINE button to register

There is no obligation or cost for this event.

Cheri Brooks and Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2025 Ameriprise Financial LLC. All rights reserved. 7746536ACMR0325

Securing Your Retirement

EDT

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Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock

The Townsend Morgan Group, A financial advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· Rules of retirement benefits

· Individual, spousal, and survivor benefits

· Collection strategies
Please click on the JOIN THIS EVENT ONLINE button to register

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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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. 7713917ACMR0325

Are you leveraging all the technology available to you at Ameriprise Financial?

EDT

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Bryan Binstock, Manager – Field Training - Ameriprise Financial Services, LLC

The Townsend Morgan Group, A financial advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn more about:

  • How Ameriprise helps protect your information
  • Online security guarantee
  • Working together online and on the go
  • Protecting yourself online
  • Recognizing common types of fraud and scams

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

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.