Upcoming events

What should I know when buying insurance?

EST

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Matt Erbaio, CFP Regional Vice President of RiverSource Insurance

Michael Mazzilli, CFP, Private Wealth Advisor and James Dieguez Associate Financial Advisor with Michael Mazzilli & Associates, a private wealth advisory practice of Ameriprise Financial Services, LL

Strategies to help protect you and your family

• Protecting your income during working years

• Ensuring the financial security of your loved ones

• Growing wealth tax-efficiently over the long-term

To reserve a spot: call us at 914.341.1483 or email us at james.dieguez@ampf.com

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC © 2021-2024 Ameriprise Financial, Inc. All rights reserved. 116991 E (8/24)

Blue Owl Credit Income Corp

EST

You must RSVP to receive access credentials for this event or seminar

Alex Bayder, Vice President, Northeast Market Leader with Blue Owl

Michael P. Mazzilli, CFP, ChFC, CASL, Private Wealth Advisor, with Mazzilli & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

During thiscomplimentary session, we’ll discuss Blue Owl’s Credit Income Corp overview:

· OCIC is a non-traded businessdevelopment company

· Income: OCIC seeks to deliverattractive current income

· Seeking Risk Mitigation: OCIC’sinvestment approach seeks to insulate the portfolio from many challenges inpublic markets.

· Diversification: OCIC may increaseportfolio diversification

Event Description (required); max 1,500 characters
To reserve a spot: call us at 914.341.1483 or email us at james.dieguez@ampf.com

Disclosures WInvestorsshould consider the investment objectives, risks, charges and expenses ofbusiness development company shares carefully before investing. Investors canobtain a prospectus from their financial professional or the issuing investmentcompany. The prospectus contains this and other important information andshould be read carefully before investing.

Diversificationdoes not assure a profit or protect against loss.

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

Advisorsare responsible for providing the prospectus to clients at least five (5)business days prior to the initial investment.

Non-tradedBDC products should be considered long-term, illiquid investments. In addition,investing in non-traded BDCs involves a variety of significant risks and isonly appropriate for investors who can afford a loss of all or a portion oftheir investment.

Non-tradedBDC products are limited to investors who meet the financial qualifications asspecified in the prospectus, in addition to the Ameriprise Financial minimumrequirements.

Non-tradedBDC products are subject to restrictions on transferability and resale. Nosecondary market exists for non-traded BDCs. Investors must understand theliquidity requirements and redemption process for each fund they purchase.

Aninvestment in a BDC is subject to the same risks as a direct investment debt,including market, economic and interest rate risks. Non-traded BDCs can havehigh commissions and fees. Distributions are not guaranteed, and may be paidfrom offering proceeds and borrowings. BDCs may use leverage, that mayaccelerate the velocity of potential losses. A BDC is subject to business risksand uncertainties, including the risk that it will not achieve its investmentobjectives and that the value of its common stock could decline substantially.

Asrisk tolerance or other needs of an investor change, they should considertaking appropriate action such as changing reinvestments through the BDC’sDistribution Reinvestment Program (DRIP) to cash, to the extent available.

Investorsshould consult their tax advisor to ascertain and understand the various taxconsequences which may result from an investment in a BDC offering. AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice.

AmeripriseFinancial is a distributor of BDC offerings and is not affiliated with thesponsors or managers of the BDC offerings that Ameriprise distributes, unlessotherwise noted.

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.

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

© 2025 Ameriprise Financial, Inc. All rightsreserved. ith Formatting (optional)

Past events

Carlyle Tactical Private Credit (CTAC)

EDT

You must RSVP to receive access credentials for this event or seminar

Carolyn Boccacio, Managing Director, The Carlyle Group

Michael P. Mazzilli, CFP®, Private Wealth Advisor with Mazzilli & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

In this complimentary webinar session we will discuss the Carlyle Tactical Private Credit Fund

This is an informational seminar. There is nocost or obligation.

Investors should consider the investment objectives, risks,charges and expenses of the private equity offering carefully before investing.The prospectus or private placement memorandum contains this and otherimportant information and should be read carefully before investing.

Your advisor is responsible for providing you with the prospectusor private placement memorandum prior to the initial investment.

Private equity offerings should be considered long-term, illiquid investments. In addition, investing in private equity involves a variety of significant risks and is only appropriate for investors who can afford a loss of all or a portion of their investment.

Private equity offerings are limited to investors who meet the financial qualifications as specified in the prospectus or private placement memorandum, in addition to the Ameriprise Financial minimum requirements.