Upcoming events

Washington Update

EST

Join this event online

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

For more information: call us at 203.285.1834 or email us at Ashley.gaines@ampf.com

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

How to Stay Safe from Identity Theft & Cybercrime

EST

Join this event online

Jeff Lanza, Former FBI Agent - John Hancock

Ameriprise Financial Services, LLC

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 203.285.1834 or email us at Ashley.gaines@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

Social Security: Preparing for Retirement

EDT

Join this event online

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

Ameriprise Financial Services, LLC

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 203.285.1834 or email us at Ashley.gaines@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 and SIPC

©2025 Ameriprise Financial Inc. all rights reserved.

Past events

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524

Understanding Medicare

EDT

Join this event online

Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this presentation we will be discussing the following:

o History of Medicare

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

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

Sponsored by John Hancock. John Hancock 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.

Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2024 Ameriprise Financial LLC. All rights reserved. 6608811ACMR0524

7 Things No One Tells You About Retirement

EDT

Join this event online

Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Discussed in this complimentary presentation:

· Retirement history reveals a lot

· The wrong top 10 list

· The unspoken side of retirement

· Major transition miscalculation

· Where cliche advice goes wrong

· The broken period of longevity

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global

Brand name of the Columbia and Threadneedle group of companies.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisors, LLC. 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 risk including possible loss of principal and fluctuation in value. 6625311ACMR0524

Common Types of Fraud: How to protect yourselves and your loved ones

EDT

Join this event online

Thor Nelson, Vice President, Global AML Officer - Ameriprise Financial Services, LLC.

Matt Hurwitiz, Branch Manager

Ameriprise Financial Services, LLC

During this complimentary session, we we’ll talk about common types of fraud and scams, and help you:

· Learn how to identify and avoid falling victim to a scam

· Understand the resources available to you as an Ameriprise Client

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial Inc. All rights reserved. 6500358ACMR0424