Upcoming events

Family Love Letter Lunch

MST

Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234

Brandee Hewett, Sr. Investment Learning Consultant - Neuberger Berman

Gilbert Financial Advisors

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

For more information: call us at 480.981.5000

Past events

Barrett-Jackson Car Auction

MST

Westworld of Scottsdale, 14826 N Pima Rd, Scottsdale, AZ 85260

Ameriprise Financial Gilbert Branch

We invite you and your guests to be part of one of the world’s greatest classic car shows!

Ticket access and breakfast information for the event will be emailed following your RSVP.

Toy Drive

MST

Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297

Ameriprise Financial Gilbert Branch

You are invited to join us for an Ameriprise TOY DRIVE as we partner with The Tyler Robinson Foundation.

The mission of The Tyler Robinson Foundation is to strengthen families financially and emotionally as they cope with the tragedy of a pediatric cancer diagnosis by offsetting out-of-pocket life expenses.

If you would like to donate, please bring unwrapped toys (for ages 0-17) during our week-long drop off window:

Monday– Friday, 11/18 – 11/22
8:30am– 3:30pm

Holiday Photo Event

MST

Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234

Gilbert Financial Advisors

We invite you to bring your family, extended family, friends and neighbors to have your picture taken by a professional photographer for the holidays. We will have two beautifully staged backdrop options.

7 Things No One Tells You About Retirement

PDT

Join this event online

Christopher Gowe, Division Manager - Columbia Threadneedle Investments

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

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.

Topgolf

MST

Topgolf, 1689 S Santan Village Pkwy, Gilbert, AZ 85295

Gilbert Financial Advisors

Join us for an afternoon of fun & games at Topgolf. Whether you are an expert or a novice player, everyone is sure to have a fun time! Appetizers and refreshments will be provided.