Upcoming events

How to Stay Safe from Identity Theft & Cybercrime

EST

Join this event online

Jeff Lanza , Former FBI Agent - John Hancock

William C. Arnold, CFP®

Ameriprise Financial Services, LLC.

During this complimentary presentation, we’ll discuss:

· The impact of technology

· Understanding the threats

· Protecting you and your family

· Accountability and support
For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com

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

This event is sponsored by: John Hancock Investments.

Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, any financial institution, and involve investment risk 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. 7458444ACMR0125

Past events

Washington Update

EST

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Elizabeth Varley , Senior Vice President Government Affairs - Ameriprise Financial

William C. Arnold, CFP®

Ameriprise Financial Services , LLC

Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider.

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. 7355971ACMR1124

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

Tim Keene, Associate Manager

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

Tim Keene, Associate Manager

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

Tim Keene, Associate Manager

Ameriprise Financial Services, LLC

Duringthis 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

Understanding Sleep and Anxiety for Optimal Performance

EDT

Join this event online

Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary presentation, we will be discussing:

· Common concerns including burnout and fatigue.

· How to boost productivity.

· Ways to foster professional interaction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance.

Not FDIC or NCUA Insured | No Financial InstitutionGuarantee | May Lose Value

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

Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their s ubsidiaries.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224