Market and Economic Outlook Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) Hosted By: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA® Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets. Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2024, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015. To reserve a spot: call us at 650.226.2082 or email us at rebecca.1.king@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Christopher Gowe, Division Manager - Columbia Threadneedle Investments Hosted By: Jamie Frisone CFP® CRPC® CHFC® AWMA® Regional Vice President | Ameriprise Financial 7 Things No One Tells You About Retirement
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Brendan Coyne, CIMA® , Executive Director - J.P. Morgan Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Grant Martin, CIMA®, Sr. Regional Consultant with MFS Investing in an Election Year
Artificial Intelligence - Future or Hype Date: Thursday, September 19, 2024 Time: 12:00 PM - 1:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: George Russell, Institutional Portfolio Manager - Franklin Templeton Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Andrew Prupas with Franklin Templeton Artificial Intelligence - Future or Hype
TopGolf - Smart Investing - 3 Secrets to Becoming a Better Investor Date: Thursday, August 15, 2024 Time: 6:30 PM - 9:00 PM PDT Location: TopGolf, 10 Topgolf Drive, San Jose, CA 95002 Presented By: Ann Elliott, Senior Managing Regional Director - Natixis Hosted By: Andrew Gotianse, AAMS™, CMFCS™, APMAS™ Sponsored By: Alec Morrison - Invesco and Dvir Levy - Blue Owl TopGolf - Smart Investing - 3 Secrets to Becoming a Better Investor
Movie Night - Fly Me to the Moon Date: Tuesday, July 23, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Cinepolis Luxury Cinemas, 8 Hillsdale Mall Parking Lot, 60 31st Avenue, San Mateo, CA 94403 Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Andrew Prupas & Matt Travis with Franklin Templeton, Grant Martin with MFS and Carolyn Lis with Mellon Bank of NY Business entertainment with movie screening