Upcoming events

2026 Market Update

EST

Pusser’s Bar & Grille, 816 A1A N, Ponte Vedra Beach, FL 32082

Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical

Upper Deck Wealth Management

During these complimentary lunch seminars from 12-1:30pm, we will discuss the following reports from our 2026 Investment Research Group:

· Investment Outlook and Themes for this year

· Economic Outlook from Ameriprise Chief Economist Russell Price

· 2026 Annual Equity Market Outlook

· 2026 Annual Fixed Income Outlook

To reserve a spot: email us at sarah.blackley@ampf.com

These are informational seminars. 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.

© 2026 Ameriprise Financial, Inc. All rights reserved.

2026 Market Update

EST

Marsh Creek Country Club, 169 Marshside Dr, St. Augustine, FL 32080

Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical

Upper Deck Wealth Management

During these complimentary lunch seminars from 12-1:30pm, we will discuss the following reports from our 2026 Investment Research Group:

· Investment Outlook and Themes for this year

· Economic Outlook from Ameriprise Chief Economist Russell Price

· 2026 Annual Equity Market Outlook

2026 Annual Fixed Income Outlook
To reserve a spot: email us at sarah.blackley@ampf.com

These are informational seminars. 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.

© 2026 Ameriprise Financial, Inc. All rights reserved.

2026 Market Update

EST

Murray Bros Caddyshack, 455 Legacy Trail, World Golf Village, FL 32092

Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical

Upper Deck Wealth Management

During these complimentary lunch seminars from 12-1:30pm, we will discuss the following reports from our 2026 Investment Research Group:

· Investment Outlook and Themes for this year

· Economic Outlook from Ameriprise Chief Economist Russell Price

· 2026 Annual Equity Market Outlook

· 2026 Annual Fixed Income Outlook

To reserve a spot: email us at sarah.blackley@ampf.com

These are informational seminars. 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.

© 2026 Ameriprise Financial, Inc. All rights reserved.

2026 Market Update

EST

Julington Creek Fish House, 112 Bartram Oaks Walk #102, St Johns, FL 32259

Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical

Upper Deck Wealth Management

During these complimentary lunch seminars from 12-1:30pm, we will discuss the following reports from our 2026 Investment Research Group:

· Investment Outlook and Themes for this year

· Economic Outlook from Ameriprise Chief Economist Russell Price

· 2026 Annual Equity Market Outlook

2026 Annual Fixed Income Outlook
To reserve a spot: email us at sarah.blackley@ampf.com

These are informational seminars. 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.

© 2026 Ameriprise Financial, Inc. All rights reserved

2026 Market Update

EST

Pusser’s Bar & Grille, 816 Hwy A1A N, Ponte Vedra Beach, FL 32082

Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical

Upper Deck Wealth Management

During these complimentary lunch seminars from 12-1:30pm, we will discuss the following reports from our 2026 Investment Research Group:

· Investment Outlook and Themes for this year

· Economic Outlook from Ameriprise Chief Economist Russell Price

· 2026 Annual Equity Market Outlook

· 2026 Annual Fixed Income Outlook

To reserve a spot: email us at sarah.blackley@ampf.com

These are informational seminars. 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.

© 2026 Ameriprise Financial, Inc. All rights reserved.

2026 Market Update

EST

The Reef Restaurant, 4100 Coastal Hwy, St. Augustine, FL 32084

Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical

Upper Deck Wealth Management

During these complimentary lunch seminars from 12-1:30pm, we will discuss the following reports from our 2026 Investment Research Group:

· Investment Outlook and Themes for this year

· Economic Outlook from Ameriprise Chief Economist Russell Price

· 2026 Annual Equity Market Outlook

· 2026 Annual Fixed Income Outlook

To reserve a spot: email us at sarah.blackley@ampf.com

These are informational seminars. 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.

© 2026 Ameriprise Financial, Inc. All rights reserved.