Upcoming events

Making Medicare Work for You

EDT

Join this event online

Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

Joe St. Pierre, Financial Advisor

Ameriprise Financial Services, LLC

Topics covered during this complimentary presentation:

· What is Medicare?

· Choosing a Medicare Plan

· Which option may be right for you?

For more information: call us at 603.319.3100 or email us at Joe.StPierre@ampf.com

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

This event is sponsored by: BlackRock.

BlackRock 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 risk 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. 7540869ACMR0125

Past events

Social Security: Preparing for Retirement

EDT

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Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management

Joe St. Pierre, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Options for anyone who has ever been married

- The role of taxes in your retirement plan

This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consulta Social Security agent or attorney regarding your specific Social Security decisions.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

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

©2025 Ameriprise Financial Inc. all rights reserved.

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Joe St. Pierre, Financial Advisor

Ameriprise Financial Services, LLC

Ameriprise Chief Economist, Russell Price, will share his perspectives on the

General market outlook, including market conditions and potential investment implications.

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

Third party companies mentioned are not affiliated withAmeriprise Financial, Inc.

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.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial Inc. All rights reserved.

Family Love Letter

EST

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

Joe St. Pierre, Financial Advisor

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

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