Upcoming 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.

For more information: call us at 330.628.8064 or email us at cassandra.jackson@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.

Past events

Family Love Letter

EST

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Karen Drancik , Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- What the Family Love Letter Is

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather information

o The longer we live, the longer, deeper and wider our paper trail

There is no obligation or cost for this event.

Karen Drancik and Neuberger Berman Advisor Institute 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 a 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 LLC. All rights reserved. 6530236ACMR042024

Economic and Market Outlook

EDT

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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

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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.

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

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Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Phillip Peachock, Private Wealth Advsior

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 clich�’ advice goes wrong

· The broken period of longevity

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global b rand 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

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

Phillip Peachock, Private Wealth Advsior

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