Upcoming events

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Seminar1!

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Brian Briggs, Managing Director - Applied Insights, Hartford Funds

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains.

Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’s age

· The importance of brain health

· How to age-proof your brain

For more information: call us at 973.616.8020 Ext. 101 or email us at maria.machado@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.

Hartford Funds and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

AI Revolution

EST

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Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity, and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

For more information: call us at 973.616.8020 Ext. 101 or email us at maria.machado@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.

Federated Hermes and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

Spring Clean your Finances

EDT

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Janet Koh, Director - Advisor Advancement Institute, New York Life

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

For more information: call us at 973.616.8020 Ext. 101 or email us at maria.machado@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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

Past events

Things I Learned: A Caregiver's Journey

EST

Seminar1!

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Liz Flint, Business Development Consultant - MFS

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable youto be the very best version of yourself as a caregiver.

This is an informational seminar. There is no cost orobligation.

MFS 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.

5710669ACMR0623

Family Love Letter – How Every Family Can Prepare

EDT

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Karen Drancik, Senior VP - Neuberger Berman

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Write your family a “love letter” and give them the gift of time, love and clarity.

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and advisor to document your wishes.

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

Neuberger Berman 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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

2023 SEMINAR SERIES: Identity Theft – Protecting Your Data and Dollars

EDT

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Carrie Caruthers, Senior Anti-Money Laundering Officer and Risk & Fraud Controls Manager - American Century Investments

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

  • At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

  • Children

o Kids can be targets of identity theft too

o The warning signs

  • Parents and elderly

o Often targets of scams

o The warning signs

  • What to do if you become a victim

o Acting fast by completing some important steps

  • Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2499 226 2864#

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5600593ACMR0423

2023 SEMINAR SERIES: Keeping More of What you Earn

EDT

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

Mindful Wealth Management, 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 plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Thisis 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 may be 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

Children of the Revolution - 2023 SEMINAR SERIES

EDT

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Chris Davis, VP, Senior Regional Consultant - Federated Hermes

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

We believe that we are amid an extended Secular Bull Market. It is fueled by the combination of a Digital Revolution and Rise of the Millennial generation. The digital revolution is rapidly shifting the jobs and skills of the future. And the rise of the millennial is changing both meaning and nature of work. While the current market turmoil may be distressing, the future is very bright indeed!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2499 774 7119#

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

Federated Hermes and their representatives are not affiliated with Ameriprise Financial Inc.

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.

5486186ACMR0323