15 minute dream book presentation with slides

8/08

Welcome

Planning Beyond the Numbers®

[Presenter name], [Presenter title][Date]

© 2008 Ameriprise Financial, Inc. All rights reserved.

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Why I do what I do

> Approximately 2.8 million individual, business and institutional clients1

> Ameriprise is America’s largest financialplanning company2

> More people come to Ameriprise for financial planningthan any other company2

1 Ameriprise Financial 2007 Annual Report2 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of December 31, 2007, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.

Ameriprise Financial

Retire to, rather than retire from

Use your imagination to create the possibilities

for your future.

Does anything stand out as

most important?

more time with kids

learn to sail

quiet time

What do you look forward to doing in retirement?

Travel is one activity that can satisfy many of your deepest

desires.

It can provide solitude,

companionship, adventure or relaxation.

The possibilities are endless.

see new places

live barefoot

Where do you dream of going?

People who write down their dreams are much more likely to achieve them.

next steps

Let’s get started.

© 2008 Ameriprise Financial, Inc. All rights reserved. 10/08

[Presenter name], [Presenter title][Contact Information]

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.