Upcoming events

Understanding Medicare

EDT

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Danielle Roberts , Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Ameriprise Financial Services, LLC. Northern States Region

Ameriprise Financial Services LLC

Topics covered during this presentation:

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65
For more information: call us at 248.855.5000 or email us at justin.golden@ampf.com

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

This event is sponsored by John Hancock. John Hancock 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC

©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC. Northern States Region

Ameriprise Financial Services LLC

Ameriprise Chief Economist, Russell Price, will share his perspectives on the General market outlook, including market conditions and potential investment implications.

For more information: call us at 248.855.5000 or email us at justin.golden@ampf.com

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

Third party companies mentioned 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial Inc. All rights reserved.

Family Love Letter

EST

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Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC. Northern States Region

Ameriprise Financial Services LLC

- What the Family Love Letter Is

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather information

o The longer we live, the longer, deeper and wider our paper trail
For more information: call us at 248.855.5000 or email us at justin.golden@ampf.com

There is no obligation or cost for this event.

Cheri Brooks and Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2025 Ameriprise Financial LLC. All rights reserved. 7746536ACMR0325

Past events

Securing Your Retirement

EDT

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Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock

Ameriprise Financial Services, LLC. Northern States Region

Ameriprise Financial Services LLC

During thiscomplimentary virtual seminar, you will learn about:

· Rules of retirement benefits

· Individual, spousal, and survivor benefits

· Collection strategies

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

This event is sponsored by: BlackRock.

BlackRock and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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 risk including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial Inc. All rights reserved. 7713917ACMR0325

7 Things No One Tells You About Retirement

EDT

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Russ Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle

Ameriprise Financial Services, LLC. Northern States Region

During this complimentary virtual seminar, we will be touching on:

1.Retirement history reveals a lot

2.The wrong Top 10 List

3.The unspoken side of retirement

4.Major Transition miscalculation

5.Where cliche advice goes wrong

6.The broken period of longevity

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 service provided by Columbia management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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. 7610697ACMR0226

Are you leveraging all the technology available to you at Ameriprise Financial?

EDT

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Bryan Binstock , Manager – Field Training - Ameriprise Financial Services, LLC

Michell Doren, Regional Vice President of the Gulf Lakes Region of Ameriprise Financial, LLC

Learn more about:

  • How Ameriprise helps protect your information
  • Online security guarantee
  • Working together online and on the go
  • Protecting yourself online
  • Recognizing common types of fraud and scams

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

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Market and Economic Outlook Webinar

EDT

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Russel Price, CFA, Chief Economist - Ameriprise Financial

Gulf Lakes Region of Ameriprise Financial, LLC

Do you have questions about how to navigate a minefield of conflicting market signals? Will 2025 bring market resilience or just another delayed reckoning?

Don’t miss the Market and Economic Update webinar on March 12 featuring Ameriprise Financial Chief Economist Russell Price. Russell will share his perspectives on the current market and the 2025 economic outlook.

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.

© 2025 Ameriprise Financial, LLC. All rights reserved.

Cybersecurity in a Digital and Interconnected World

EST

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Kali Majoros, Strategist - Goldman Sachs Asset Management Business Strategy Team

Gulf Lakes Region of Ameriprise Financial, LLC

In this session we’ll discuss how the increase in technology has impacted the way our finances may be at risk. We’ll explore best practices, dive deeper into the risks of an increase in cybersecurity and create an action plan so that you’re prepared if something does happen to you.

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

Goldman Sachs Asset Management and its representative 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved. 7485172ACMR012)