Upcoming events

Understanding Medicare

EDT

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

William Johnson Financial Advisor

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 616.974.2264 or email us at Tracy.hickmott@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

Past events

Securing Your Retirement

EDT

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

William D. Johnson, CFP® Managing Director, Ameriprise Financial

Ameriprise Financial Services, LLC

During this complimentary 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 Financial Services, 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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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Bill Johnson, Financial Advisor, Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar we will be touching on:

· Retirement history reveals a lot

· The wrong top 10 list

· The unspoken side of retirement

· Major transition miscalculation

· Where clich� advice goes wrong

· 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 risk including possible loss of principal and fluctuation in value. 7610697ACME0226

Technology Open House

EDT

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

Mitchell Doren Regional Vice President Gulf Lakes Region Ameriprise Financial Services, LLC

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

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.

Things I Learned: A Caregiver's Journey

EDT

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Elizabeth Flint, Business Development Consultant - MFS

Gulf Lakes Region of Ameriprise Financial

Ameriprise Financial

Caregiving can be complicated, and oftentimes, things can change quickly. During this complimentary session, we'll discuss techniques for recordkeeping, finding caregiving resources, handling cognitive issues, preparing for the future, and living life after caregiving.

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

MFS 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

Market & Economic Update

EDT

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Russell Price, Chief Economist

Ameriprise Financial

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 2025economic 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, Inc. All rights reserved.