Upcoming events

Family Love Letter: How Every Family Can Prepare

EST

Join this event online

Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- 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 508.957.9000 or email us at stephanie.rolfe@ampf.com

There is no obligation or cost for this event.

Karen Drancik 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.

©2024 Ameriprise Financial LLC. All rights reserved. 6530236ACMR042024

Past events

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

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.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524

Understanding Medicare

EDT

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

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this presentation we will be discussing the following:

o History of Medicare

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

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

Sponsored by John Hancock. John Hancock 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.

©2024 Ameriprise Financial LLC. All rights reserved. 6608811ACMR0524

7 Things No One Tells You About Retirement

EDT

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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Discussed in this complimentary presentation:

· 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

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global

Brandname of the Columbia and Threadneedle group of companies.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. Investment products are notinsured 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 invalue. 6625311ACMR0524

Common Types of Fraud: How to protect yourselves and your loved ones

EDT

Join this event online

Thor Nelson, Vice President, Global AML Officer - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll talk about common types of fraud and scams, and help you:

· Learn how to identify and avoid falling victim to a scam

· Understand the resources available to you as an Ameriprise Client

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial Inc. All rights reserved. 6500358ACMR0424

Everything You Always Wanted to Know About Collector Auto Auctions

EDT

Cultural Center of Cape Cod, 307 Old Main Street, South Yarmouth, MA 02664

Bill Stephens, American network television host and commentator

Alfred P. Schofield, Managing Director - Financial Advisor

Ameriprise Financial Services, LLC, Franklin Templton Investments, Nuveen

Have you ever watched a Collector Auto Auction like Barret Jackson, Mecum or Bonhams and wondered about what happens behind the scenes? Come listen to Bill Stephens, Mecum Auctions Host and Commentator as he discusses the 10 most commonly asked questions about auto auctions.

There is no cost or obligation for this event.

Sponsors Franklin Templeton Investments, Nuveen,and associated representatives are not affiliated with Ameriprise Financial.