Upcoming events

How to Stay Safe from Identity Theft & Cybercrime

EST

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Jeff Lanza, Former FBI Agent - John Hancock

James F. Stuart, Branch Manager - Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary presentation, we’ll discuss:

• The impact of technology

• Understanding the threats

• Protecting you and your family

• Accountability and support

For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com

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

This event is sponsored by: John Hancock Investments.

Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise

Financial.

Investment products are not insured by the FDIC, NCUA, or any federal agency,

are not deposits or obligations of, 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.

© 2024 Ameriprise Financial Inc. All rights reserved. 7458444ACMR0125

Economic and Market Outlook

EDT

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Russell Price , Chief Economist - Ameriprise Financial Services, LLC

James F. Stuart, Branch Manager - 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.

For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com

This is an informational seminar. There is no cost or obligation. Third party companies mentioned 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.

Indoor Golf Networking Event

EDT

Golf Lounge 18, Sportsplex, 85 Mill Plain Road, Suite# H, Fairfield, CT 06824

James F. Stuart, Branch Manager, Financial Advisor

Ameriprise Financial Services, LLC

Anthony J. Balboa, Lord Abbett & Rob Bilek, MFS

Bring a Friend for this casual, fun-filled evening offers a perfect opportunity to expand your professional network while enjoying some friendly competition - no golf experience required!

What to expect:

  • Professional golf simulators with games suitable for all skill levels
  • Light appetizers and refreshments provided.
  • Golf pro available for quick tips and pointers!
  • Networking between rounds
To reserve a spot: call us at 203.349.4317 or email us at marie.c.susara@ampf.com
RSVP Online

There is no cost or obligation.

Lord Abbett, MFS, and associated representatives are not affiliated with Ameriprise Financial.

Social Security: Preparing for Retirement

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

James F. Stuart, Branch Manager - 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

For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com

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 consult a 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 andSIPC©2025 Ameriprise Financial Inc. all rights reserved.

Making Medicare Work for You

EDT

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Jennifer Taboada, Director, Wealth Education Specialist - BlackRock

James F. Stuart, Branch Manager - 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 203.349.4317 or email us at marie.c.susara@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

Washington Update

EST

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Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider.

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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124

Seminar, Paint & Sip Event: Bring a Friend for a Colorful Evening

EST

Pinot's Palette at Harbor Point, 25 Harbor Point Road, Stamford, CT 06902

Adam Shanahan, Regional Advisor Consultant - Columbia Threadneedle

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

7 Things No One Tells You About Retirement

This is an informational seminar. There is no cost or obligation. Hartford Funds and their representatives are not affiliated with Ameriprise Financial. Columbia Threadneedle is an Ameriprise affiliate. 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. 7502877ACMR0125