Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC Topics coveredduring this complimentary presentation: · What is Medicare? · Choosing a Medicare Plan· Which option may be right for you? For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial. 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 risk includingpossible loss of principal and fluctuation in value. Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, June 17, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: John Leahy, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature- Personalize your Accounts For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325
7 Things No One Tells You About Retirement Date: Tuesday, July 22, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar we will be touching on: · 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 For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory service 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. 7610697ACME0226
Securing Your Retirement Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: · Rules of retirement benefits · Individual, spousal, and survivor benefits· Collection strategies For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved. 7713917ACMR0325
Understanding Medicare Date: Tuesday, September 16, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC Topics covered during this presentation: o Medicare parts and when to enroll o Medicare costs o Medigap o Medicare Advantageo Working past 65 For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is aninformational seminar. There isno cost or obligation. This event is sponsored by John Hancock. John Hancock and their 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025 Ameriprise Financial LLC. All rights reserved. 7782234ACMR0424Dis
Economic and Market Outlook Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price, will share his perspectives on theGeneral market outlook, including market conditions and potential investment implications. For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Third party companies mentioned are not 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 red by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial Inc. All rights served.D
Family Love Letter Date: Tuesday, November 18, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Cheri Brooks, Managing Director - Neuberger Berman Advisor Institute Hosted By: William C. Arnold, CFP® Sponsored By: 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 informationo The longer we live, the longer, deeper and wider our paper trail For more information: call us at 207.228.2642 or email us at monique.pelletier@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no obligation or cost for this event. Cheri Brooks 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. ©2025 Ameriprise Financial LLC. All rights reserved. 7746536ACMR0325
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC. Duringthis complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated - Options for anyone who has ever been married- The role of taxes in your retirement plan This is an informational seminar. There isno cost or obligation. This event is beingsponsored by: MFS Investment Management. MFSand their representatives are not affiliated with Ameriprise Financial. Always consulta Social Security agent or attorney regarding your specific Social Securitydecisions. Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations of, or any financialinstitution, and involve investment risks including possible loss of principaland fluctuation of value. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC©2025 Ameriprise Financial Inc. all rights reserved.
Economic and Market Outlook Date: Tuesday, March 18, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: William C. Arnold, CFP® Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price, will share his perspectives on the general market outlook, including market conditions and potential investment implications. This is an informational seminar. There is no cost orobligation. Third party companies mentioned are not affiliated withAmeriprise 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. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial Inc. All rights reserved.
How to Stay Safe from Identity Theft & Cybercrime Date: Tuesday, February 25, 2025 Time: 4:30 PM - 5:00 PM EST Join this event online Presented By: Jeff Lanza , Former FBI Agent - John Hancock Hosted By: William C. Arnold, CFP® Sponsored By: 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 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
Washington Update Date: Monday, January 13, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Elizabeth Varley , Senior Vice President Government Affairs - Ameriprise Financial Hosted By: William C. Arnold, CFP® Sponsored By: 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 Date: Tuesday, November 19, 2024 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Tim Keene, Associate Manager Sponsored By: 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