2026 Market Update Date: Wednesday, February 4, 2026 Time: 12:00 PM - 1:30 PM EST Location: Marsh Creek Country Club, 169 Marshside Dr, St. Augustine, FL 32080 Presented By: Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical Hosted By: 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 Outlook2026 Annual Fixed Income Outlook To reserve a spot: email us at sarah.blackley@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, February 11, 2026 Time: 12:00 PM - 1:30 PM EST Location: Murray Bros Caddyshack, 455 Legacy Trail, World Golf Village, FL 32092 Presented By: Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, February 18, 2026 Time: 12:00 PM - 1:30 PM EST Location: Julington Creek Fish House, 112 Bartram Oaks Walk #102, St Johns, FL 32259 Presented By: Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical Hosted By: 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 Outlook2026 Annual Fixed Income Outlook To reserve a spot: email us at sarah.blackley@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, February 25, 2026 Time: 12:00 PM - 1:30 PM EST Location: Pusser’s Bar & Grille, 816 Hwy A1A N, Ponte Vedra Beach, FL 32082 Presented By: Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, March 4, 2026 Time: 12:00 PM - 1:30 PM EST Location: The Reef Restaurant, 4100 Coastal Hwy, St. Augustine, FL 32084 Presented By: Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, January 28, 2026 Time: 12:00 PM - 1:30 PM EST Location: Pusser’s Bar & Grille, 816 A1A N, Ponte Vedra Beach, FL 32082 Presented By: Chris Thompson and Todd Perkins, CFP®, CRPC™, CMFA®, Private Wealth Advisor and Financial Advisor and Vice President - Ameriprise Finanical Hosted By: 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 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.
7 Things No One Tells About Retirement Date: Tuesday, September 16, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Robert Carpenter, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Southern States Region of Ameriprise Financial Services, LLC Event Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work. Learn more about: 1. Retirement history reveals a lot 2. The wrong top 10 list 3. The unspoken side of retirement 4. Major transition miscalculation 5. Where clich� advice goes wrong 6. The broken record of longevity 7. Retirement’s greatest paradox This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments also sponsored the event and is an affiliate of Ameriprise Financial. Investment products are not insuredby the FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8258986ACMr0825 Formatting (optional)
Protect your financial information in the digital world Date: Tuesday, June 24, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dylana Hopler, Complex Director - Ameriprise Financial Services, LLC Hosted By: Southern States Region of Ameriprise Financial Services, LLC The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.