Upcoming events

Market and Economic Outlook

PDT

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Russell Price, , Chartered Financial Analyst® (CFA) - Ameriprise Financial

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®

Do you have questionsabout how to navigate a minefield of conflicting market signals? Will 2025bring market resilience or just another delayed reckoning?

Don’t miss the Market and Economic Update webinar on March 12 featuring Ameriprise Financial Chief Economist Russell Price. Russell will share his perspectives on the current market and the 2025 economic outlook.

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 408.963.2261 or email us at christina.patel@ampf.com

Past events

7 Things No One Tells You About Retirement

PDT

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Christopher Gowe, Division Manager - Columbia Threadneedle Investments

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®

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.

Artificial Intelligence - Future or Hype

PDT

Fleming's Prime Steakhouse Wine & Bar, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304

Matt Moberg, Senior Vice President, Portfolio Manager - Franklin Templeton

Tali Alon, MBA, APMATM, CFP®, CDFA® Branch Manager

Andrew Prupas, Vice President at Franklin Templeton

Artificial Intelligence - Future or Hype