Upcoming events

Market & Economic Update

CDT

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Russell Price, CFA®, Chief Economist - Ameriprise Financial, Inc.

Plano TX Branch of Ameriprise Financial Services, 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.

For more information: call us at 972.244.5800

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.

Past events

Retain Your Brain

CDT

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Brian M Briggs, Managing Director - Applied Insights, Hartford Funds

Plano Branch of Ameriprise Financial, LLC

Join us to learn:

  • Why your brain may not be the same age as you
  • How brain health can affect your lifestyle and finance
  • Practical tips to age-proof your brain

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.

Hartford Funds and their representatives are not affiliated with Ameriprise Inc.

Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.

6718501ACMR0624

Technology Open House

CDT

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Scott Allen, Vice President, Digital Engagement - Ameriprise Financial.

Ameriprise Financial Services, LLC

Learn more about the following:

• Get “on-the- go” access

• Message Center

• Statements & Documents

• Total View

• Using e-Signature

• Personalize your Accounts

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

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved. 6571745ACMR0424

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

CDT

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Tommy Campbell, Market Leader - BlackRock

Dennis Kelleher, Plano Branch Manager with Ameriprise Financial

Ameriprise Financial, Inc.

With advances in medicine and heathier lifestyles longevity has increased, but not many people take that into consideration when taking their Social Security benefits. During this presentation we will discuss the fundamental rules of Social Security, including considerations for:

· Individual benefits

· Spousal and survivor benefits

· Collection strategies

· Next steps and how to file for benefits

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

BlackRockand its representatives are not affiliated with Ameriprise Financial.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.