Upcoming events

College Ready! Right Career, Right College, Right Price

PDT

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John Decker , College Assistance Plus

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com

This is an informational seminar. There is no cost orobligation. College Assistance Plus and their representatives are notaffiliated with Ameriprise Financial.

Sponsored by Fidelity. Fidelity and theirrepresentatives are not affiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regardingspecific tax issues.

Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value .

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 AmeripriseFinancial, Inc. All rights reserved.

7754527ACMR0325

Past events

Social Security: Options to help you maximize your benefits

PDT

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Elaine Simmons, Partner – Social Security Informed in partnership with Fidelity Investments

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

Thursday, March 20, 2025

12:30-1:15 p.m. Pacific Time

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

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 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.

7587608ACMR0225

When Your Health and Money Intersect

PST

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Mike Graci, Senior Financial Wellness Consultant - Blackrock

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

Join us to discuss:

• Key discussions and decisions

• How a little preparation goes a long way

• How your financial professional can help

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

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.

Blackrock 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

2024 Election: Red, Blue & You – The Road Ahead in Washington

PST

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Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

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.

Columbia Threadneedle and its representative are 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.

7454543ACMR1224

Washington Update

PST

Join this event online

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

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

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.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

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.

6717790ACMR0724

People Care About Elections. Markets Don't.

PDT

Join this event online

Brian Levitt, Global Market Strategist - Invesco

Michael E. Schmitt, Financial Advisor. An Ameriprise Private Wealth Advisory Practice

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.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

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.

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