Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA® What you’ll learn: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey Event Description (required); max 1,500 characters To reserve a spot: call us at 650.226.2082 or email us at rebecca.1.king@ampf.com RSVP Online Event registration Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Estate Planning - What type of legacy will you leave? Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: David Houson, Director of Advanced Strategies with River Source Life Insurance Company Hosted By: Jamie Frisone, Regional Vice President •Control how your estate is distributed •Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of Ameriprise FinancialInvestment 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.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor orattorney regarding their specific situation.Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate foryou, based on your financial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource LifeInsurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8108503ACMR0725
Macro Pulse - Choosing action over distraction Date: Thursday, June 26, 2025 Time: 12:30 PM - 2:30 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Julia Hermann, CFA, Global Market Strategist - New York Life Investments Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Thomas Schmidt, Advisor Consultant Macro Pulse - Choosing action over distraction
Mission: Impossible - The Final Reckoning Date: Thursday, May 29, 2025 Time: 5:30 AM - 9:30 AM PDT Location: Cinepolis Luxury Cinemas, 8 Hillsdale Mall Parking Lot, 60 31st Avenue, San Mateo, CA 94403 Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Holly Ornelas - T. Rowe Price, Grant Martin - MFS and Joseph Yastrub - Neuberger Berman Mission: Impossible - The Final Reckoning
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant, MFS Fund Distributors, Inc. - Ameriprise Financial Services LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Social Security: Preparing for Retirement
Student of the Market Date: Thursday, April 17, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Victor Melinauskas and Matt McDermott, Vice President and CIMA, Market Leader - BlackRock Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Vic Melinauskas and Grant Martin Student of the Market