Upcoming events

7 Things No One Tells You About Retirement

PDT

Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612

Douglas Lewis , Senior Regional Advisory Consultant Asset Management - Southern California & Las Vegas - Columbia Threadneedle Investments

Jermaine Jamison CFP®, BFA™, AWMA℠, APMA™

Lunch seminar on retirement

To reserve a spot: email us at Georgina.X.Quiroz@ampf.com

Jermaine Jamison CA License # 0G36987This 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. This seminar is sponsored by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management investment Advisers, LLC. 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. 8390505ACMR0925

Understanding Medicare from A to D

PDT

Join this event online

Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments

James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA®

As America’s population ages,more individuals will qualify for Medicare each year—yet many find the process confusing. Join us for an informative seminar designed to help you navigate Medicare with confidence.

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
For more information: email us at PacDesertRegion@ampf.com

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

First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Always consult a Medicare agent regarding your specific Medicare questions and 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 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

Past events

Join Us for an Exclusive Stadium Tour!

PDT

Sofi Stadium , 1001 S Stadium Drive , Los Angeles , CA 90301

Jermaine Jamison CFP®, BFA™, AWMA℠, APMA™, Branch Manager, Ameriprise Financial Services LLC.

Sam Frasco Vice President, UIT Specialist First Trust Portfolios Orange County

Entertainment event. Sofi Stadium Tour.

Jermaine Jamison, CA Insurance #QG36987

There is no cost or obligation.

First Trust Portfolios and their representatives are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8152280ACMR0725

August Virtual Event-Estate Planning

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

Join us for a special presentation:

Plan to give more;

•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 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.

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 or attorney regarding their specific situation.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you,based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life

Insurance 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.

Guide To The Markets

PDT

FLEMING’S PRIME STEAKHOUSE & WINE BAR, 455 Newport Center Drive, Newport Beach , CA 92660

John Leonard, Executive Director - J.P. Morgan Asset Management

Jermaine Jamison CFP®, BFA™, AWMA℠, APMA™, Branch Manager, Ameriprise Financial Services LLC.

Seminar Lunch

This is an informational seminar. There is no cost or obligation. JPMorgan 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.7984785ACMR0525

Social Security: Preparing for Retirement

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

Social Security virtual event

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

MFS Fund Distributors, Inc. And itsrepresentatives are 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 involveinvestment risks including possible loss of principal and fluctuation in value.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. Allrights reserved.

7700666ACMR0325