Upcoming events

5 Ways Technology Will Change How You Age

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Ryan Sullivan, Vice President & Managing Director Applied Insights - Hartford Funds

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

Discover how tech and AI are revolutionizing aging!

With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age.

Join us to explore research from the MIT AgeLab:

See the vast universe and scope of tech and AI for everyday tasks

Understand how these apps and devices can enhance your quality of life

Learn how to try out some of these technology innovations

Microsoft Virtual Events Powered by Teams

Click Here to Register

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

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 or obligation.

Hartford Funds, MIT AgeLab, and associated 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. 7849439ACMR0425

Past events

Quarterly Market Update Finding Clarity in Changing Markets

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Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments

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

Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes.

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. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

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.

7849439ACMR0425

College Ready! Right Career, Right College, Right Price

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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

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

Social Security: Options to help you maximize your benefits

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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