Past events

Maximizing the Value of 529 Plans

  • Chad Butler, Senior Regional Director - Voya
  • Ameriprise Financial - Roseville and Auburn Branch

During this complimentary session, we’ll discuss:

· The importance of saving for college

· Common questions and concerns about 529 plans

· How to choose the right 529 savings plan

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

Voya and its representatives are not affiliated with Ameriprise Financial.

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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan beforei nvesting. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.

Clients contributing to a 529 Plan offered by a state in which they are not a resident,should consider, before investing, whether their or their designated beneficiary(s) home state offers any state tax or other benefits only availablefor investments in such state’s qualified tuition program.

Investment products are not federally or FDIC-insured, 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.

© 2021 Ameriprise Financial Inc. All rightsreserved.

“Social Security & Medicare – Get What’s Yours”

  • Ian Wetherell, Senior Director - Principal Funds Distributor, Inc
  • Ameriprise Financial - Roseville and Auburn Office

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

Principal Funds and its representativesare not affiliated with Ameriprise Financial, Inc.

Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution and involve investment risks including possible loss ofprincipal and fluctuation in value.

Ameriprise Financial Services, LLC., Member FINRA and SIPC.

Midterm Elections Forecast and Policy Update

  • Elizabeth Varley, Vice President - Federal Government Affairs - Columbia Threadneedle
  • Jamie Frisone CFP®, CHFC®, CRPC®,AWMA®, Regional Vice President with Ameriprise Financial, LLC

During this complimentary session, we’ll discuss:

• The Biden administration’sdirection on taxation, stimulus and policy

• Our economy’s post-pandemic recovery

• The Democrats control and impacton all three branches of government

This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are notaffiliated with Ameriprise Financial.

Investment products are not federally, or FDIC insured, are not deposits of orobligations of, or guaranteed by any financial institution and involveinvestment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved.

On The Markets

  • Gary Sparapani, Vice President - Regional Sales Coordinator - PGIM Investments
  • Roseville and Auburn Branch of Ameriprise Financial

You and your guest(s) are invited to dinner and a Market Update Seminar.

This is an informationalevent. There is no cost or obligation.

PGIM Investments is not affiliated with Ameriprise Financial.

Investment products arenot insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2022 AmeripriseFinancial Inc. All rights reserved.

Understanding Medicare from A to D

  • Grace Holzer, Regional Sales Director - First Eagle Investment Management
  • Roseville and Auburn Branches of Ameriprise Financial

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

First Eagle Investment Management and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC., Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc., All rights reserved.