Upcoming events

7 Things No One Tells You About Retirement

PDT

Join this event online

Christopher Gowe, Division Manager - Columbia Threadneedle Investments

Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

For more information: call us at 480.922.4200

This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7034061ACMR0924

Bring a friend to a Wreath Making Workshop

MST

Ameriprise Financial, 16220 N. Scottsdale Rd, First Floor Lobby Lounge, Scottsdale, AZ 85254

North Scottsdale Ameriprise Advisors

Embark on a creative journey with a holiday wreath design class, where the artistry of foliage comes to life in your hands. Whether you're a budding enthusiast or an aspiring florist, this class is designed to ignite your passion for fresh greenery and hone your skills in the timeless craft of wreath making. Led by seasoned floral designers from Poppie’s Flower Shop, this hands-on class covers the fundamentals of working with various botanical elements for a sensory experience you are sure to enjoy throughout the holiday season.

For more information: call us at 480.922.4200

There is no obligation or cost to attend. 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. © 2024 Ameriprise Financial, Inc. All rights reserved. 7004474ACMR0924

Past events

Market and Economic Update

MST

Tommy Bahama in Kierland, 15205 North Kierland Boulevard, Suite 100, Scottsdale, AZ 85254

Dave Pagano and Jeffrey T. Walters, CFP®, CMFC®, Senior Regional VP and Senior Regional Director - First Trust Portfolios L.P. and Hines

North Scottsdale Ameriprise Advisors

First Trust Portfolios L.P. and Hines

Market and Economic Update and Hines Global Income Trust. This is an informational seminar. There is no obligation or cost to attend. Light refreshments will be served.

This event is sponsored by: Hines, and First Trust. FirstTrust, Hines, and associated representatives are not affiliated with Ameriprise Financial. For complete information on the investment objectives, risks, fees and expenses of the non-traded REIT, call or write to Ameriprise Financial 16220 North Scottsdale Road, Suite 250, Scottsdale, AZ 85254 for a prospectus. The prospectus contains this and other important information and should be read carefully before investing. Hines is a sponsor of a non-traded real estate investment trust (non-traded REIT). 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. © 2024 Ameriprise Financial, Inc. All rights reserved. 6894581ACMR0824

Making it Last- Social Security Choices & Social Security & Medicare: Cornerstones of Retirement

MST

Maggiano's Little Italy, 16405 North Scottsdale Road, (Scottsdale Promenade), Scottsdale, AZ 85254

Mike Genetti and Jason Circelli, Regional Vice Presidents - Franklin Templeton and Amundi Pioneer

North Scottsdale Ameriprise Advisors

During this complimentary session, we’ll discuss:

·A few misconceptions about SocialSecurity ·Social Security being more valuable than we may have originally thought ·Four different examples of real people using Social Security to their advantage

This is an informational seminar. There is no obligation or cost to attend. Franklin Templeton, Amundi Pioneer, 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6833860ACMR0724

Leveraging all technology available to you at Ameriprise

PDT

Join this event online

Will Chase , Senior Director Digital Marketing - Ameriprise Financial Services, LLC

Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial Services, LLC

In August, we will have Will Chase, a Senior Director for Ameriprise presenting on Leveraging all technology available to you at Ameriprise. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event!

Demonstrating how we can work together more effectively, online.
Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee.
Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app.
Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online.
  • Goals and progress
  • Secure message center
  • Account overview
  • Statements and documents
  • E-Signature
  • Text and email alerts
  • Ameriprise app

This is an informational seminar. There is no cost or obligation. Not FDIC Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6373079ACMR0224

Antique Appraisal – Bring-a-Friend Event

MST

Maggiano’s Little Italy, 16405 N. Scottsdale Rd., Scottsdale,, AZ 85254

North Scottsdale Ameriprise Advisors

Federated Hermes, Delaware Funds, and Eaton Vance

Catherine Baron has participated as an expert appraiser on the PBS Public Television program Antiques Roadshow. Specializing in silver, she is an appraiser of art and antiques. She holds a Master of Arts degree in Art History, is a certified appraiser of personal property with a membership in National Appraisal organizations and is a Benefit Auction Specialist designated by the National Auctioneers Association. Catherine’s integrity and dedication to community service extends beyond the boundaries of her business. Catherine’s Estates specializes in fine art and antiques from the 18th Century to the 1930’s.

Space for this event is limited. One item per person. No stamps, coins or guns please. There is no cost or obligation for this event.

Economic Outlook Presentation & Torreon Golf Club Mixed Scramble

MST

Torreon Golf Club, 651 S Torreon Loop, Showlow, AZ 85901

Eric Reese, CAIA® - Blackrock iShares

Jackson Roskelley Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLc

Jackson Roskelley Wealth Advisors and Eric Reese

Economic Outlook Presentation and Golf mixed scramble

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

Blackrock iShares is not affiliated with Ameriprise Financial.