Upcoming events

You're Invited: Copeland 4Q 2024 All Cap Presentation

CDT

Ameriprise Financial, LLC, 5960 Berkshire Lane, Suite 1200, Dallas, TX 75225

Clayton Saltijeral, Vice President - Copeland Capital Management, LLC

Joe A. Chairez, Jr.

Copeland Capital Management, LLC

We believe that stocks with sustainable dividend growth consistently outperform the market with less risk. Join us to learn more about our philosophy and process.

To reserve a spot: call us at 972.232.1849 or email us at kristina.quintana@ampf.com

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

This seminar is sponsored by Copeland Capital Management, LLC.

Copeland Capital Management, LLC 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.

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

© 2025 Ameriprise Financial, Inc. All rights reserved.

Ameriprise Financial invites you to a webinar - Things I Learned: A Caregiver's Journey

CDT

Join this event online

Elizabeth Flint, Business Development Consultant - MFS

Gulf Lakes Region of 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.

To reserve a spot: call us at 972.232.1849 or email us at kristina.quintana@ampf.com

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

Past events

Orlando's Outlook: Trump 2.0

CDT

Ameriprise Financial, 5960 Berkshire Lane, Suite 1200, Dallas, TX 75225

Mark B. Patsy, Senior Vice President | Senior Regional Consultant - Federated Hermes

Joe A. Chairez, Jr.

Federated Hermes

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility.

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

Federated Hermes 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.

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

© 2025 Ameriprise Financial, Inc., All rights reserved.

Webinar Sign-up: Market & Economic Update

CDT

Join this event online

Russell Price, Chief Economist

Ameriprise Financial, 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.

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.

You're invited to join us for a presentation of Family Love Letter.

CST

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Join this event online

Karen Drancik, Sr. Vice President / Sr. Consultant - Neuberger Berman

Joe A. Chairez, Jr.

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

This event is sponsored by: Neuberger Berman. These sponsors and 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.

Join us for a virtual event on ‘Cybersecurity in a Digital and Interconnected World'

CST

Join this event online

Kali Majoros, Strategist, Goldman Sachs Asset Management Business Strategy Team

Gulf Lakes Region of Ameriprise Financial Services, LLC

You are invited to an exclusive presentation of “Cybersecurity in a Digital and Interconnected World”.

In this session we’ll discuss how the increase in technology has impacted the way our finances may be at risk. We’ll explore best practices, dive deeper into the risks of an increase in cybersecurity and create an action plan so that you’re prepared if something does happen to you.

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

Goldman Sachs Asset Management 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. 7485172ACMR0125