Past events

Understanding Medicare from A to Z

PDT

Maggiano's - Santana Row, 3055 Olin Ave, San Jose, CA 95128

Grace Holzer, Advisor Consultant - First Eagle

Ameriprise Financial San Jose / Monterey Branch

First Eagle

An introduction to Medicare, its coverage and its costs

The enrollment process, and where and how to start

Coordinating Medicare benefits with other forms of insurance

Resources available to help Medicare participants

This is an informational seminar. There is no cost or obligation. First Eagle, and its representatives 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6641425ACMR0524

2024 Election - People Care About Elections, Markets Don't.

PDT

Three Flames Restaurant, 1547 Meridian Ave., San Jose, CA 95125

Alec Morrison, CFA Vice President - Invesco

Jamie Frisone CFP®, CRPC®

Our guest speaker, Alec Morrison, CFA Vice President with Invesco will review:

· What if the opposite side wins the election? We look at Stock Market returns under different political party leadership.

· What do Barack Obama and Ronald Reagan have in common? What can we learn from the connection?

· This is the most divisive election we have experienced. Is it really?

Are you Leveraging All the Technology Available to You at Ameriprise?

PDT

Join this event online

Will Chase, Senior Director Digital Marketing - Ameriprise Financial Services, LLC

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

We will have Will Chase, a Senior Director for Ameriprise presenting on Leveraging all technology available to you at Ameriprise. This event is at 4:00pm PT and will max out at 1,000guests. Below is an email template you can use with your clients/prospects to invite them to this great event!

  • Demonstrating how we can work together more effectively, online.
  • Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee.
  • Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app.
  • Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online.
    • Goals and progress
    • Secure message center
    • Account overview
    • Statements and documents
    • E-Signature
    • Text and email alerts
    • Ameriprise app

Retain Your Brain

PDT

Join this event online

Brian Briggs, Managing Director Applied Insights - Hartford Funds

Jamie Frisone

What you’ll learn:

•Your Age vs. your Brain’s Age •The Importance of Brain Health •How to Age-Proof Your Brain

Workbook will be available for distribution following our event.

Please send questions to answer during the presentation to: PacDesertRegion@ampf.com

Virtual Event on how to protect yourself and your loved ones from fraud

PDT

Join this event online

Thor Nelson, VP-Compliance

Jamie Frisone CFP®, CRPC®

What you’ll learn:

•Know what scams look like and what red flags to look out for

•Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent •Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams •Resources available to you as an Ameriprise client