Upcoming events

Monthly Seminar Series: Washington Update

EST

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Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments

Jillian Blanchard, Private Wealth Advisor, Blanchard, Pavlovich & Serino, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

For more information: call us at 508.916.2480 Ext. 103 or email us at peter.serino@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.

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Past events

Monthly Seminar Series: People Care About Elections. Markets Don't.

EDT

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Brian Levitt, Global Market Strategist - Invesco

Jillian Blanchard, Private Wealth Advisor, Blanchard & Pavlovich, A private wealth advisory practice of Ameriprise Financial Services, LLC

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Invesco and their representatives are not affiliated with Ameriprise Financial, Inc.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

Monthly Seminar Series: 7 Things No One Tells You About Retirement

EDT

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Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

Jillian Blanchard, Private Wealth Advisor, Blanchard & Pavlovich, A private wealth advisory practice of 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.

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial, Inc.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

Ameriprise Monthly Seminar Series: The Home Stretch - Seven Things To Do in the Decade Before You Re

EDT

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Tim Nichols , VP-Senior Advisor Consultant - Franklin Templeton

Jillian Blanchard, Private Wealth Advisor, Blanchard & Pavlovich A private wealth advisory practice of Ameriprise Financial Services, LLC

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss

· Seven important things you should do before retirement

· How to identify potential hurdles

· Strategies you can use to help successfully cross the finish line

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.

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

Franklin Templeton and their representatives are nonaffiliated with Ameriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

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

© 2023 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

Major Changes to College Search in 2024

EDT

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Cozy Wittman, Education and Partnerships, College Inside Track

Jillian Blanchard, Private Wealth Advisor, Blanchard & Pavlovich A private wealth advisory practice of Ameriprise Financial Services, LLC

This past year has resulted in some of the most significant changes to the college planning process in decades.

· Admission trends have changed around how colleges admit students

· Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests

· The number of schools on the “more selective” list continues to grow

· Substantial changes to the FAFSA and financial aid may make college more expensive

Join Jillian Blanchard as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

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

College Inside Track 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

©2024 Ameriprise Financial, Inc. All rights reserved. 6663310ACMR0624

Big Questions for a Better Retirement

EDT

Seminar1!

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Eric Magyar, Defined Contribution Specialist, Janus Henderson

Jillian Blanchard, Managing Director, Blanchard & Pavlovich, A Private Wealth Advisory practice of Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123