Upcoming events

Washington Update

EST

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

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

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.

For more information: call us at 973.616.8020 or email us at maria.machado@ampf.com

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

Past events

People Care About Elections. Markets Don't.

EDT

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Brian Levitt, Global Market Strategist - Invesco

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

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.

This is an informational seminar. There is no cost orobligation.

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

7 Things No One Tells You About Retirement

EDT

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Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning.

Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

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 their representatives are affiliated with Ameriprise Financial, Inc.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

The Home Stretch: Seven Things To Do in the Decade Before You Retire

EDT

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Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall.

During this complimentary presentation we’ll discuss:

· Seven important things you should do before retirement.

· How to identify potential hurdles

· Strategies you can use to help successfully cross the finish line.

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.

This is an informational seminar. There is no cost orobligation.

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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

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

© 2023 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

Understanding Medicare A to D

EDT

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Jeff Nymark, Senior VP - First Eagle Funds

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

SEMINAR SERIES: Three Secrets to Becoming a Better Investor

EST

Seminar1!

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David Goodsell, Executive Director - Natixis

Mindful Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss challenges for investors and secrets to becoming a better investor such as:

· Regulating your emotions

· Setting intentional goals to guide you

· Being a smart shopper

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

Natixis 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 fluctuationin value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved.

5066307ACMR1122