Past events

August Virtual Event - Are you leveraging all the technology with Will Chase

PDT

Join this event online

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

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President Ameriprise Financial Services, LLC

In August, we will have Will Chase, a SeniorDirector for Ameriprise presenting on Leveraging all technology available toyou 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 toinvite 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