Upcoming events

How to navigate volatile markets

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Supal Vora, Private Wealth Advisor - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

For more information: call us at 619.358.9893 or email us at navinawealth@ampf.com
This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

PDT

Join this event online

Navneet Pahal and Pavan Varshney, Financial Advisors - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

For more information: call us at 619.358.9893 or email us at navinawealth@ampf.com
This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

PDT

Join this event online

Alexander McMullen, Financial Advisor - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

For more information: call us at 619.358.9893 or email us at navinawealth@ampf.com
This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

History of the Medici Bankers through art

PDT

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Elaine Ruffolo, Art Historian

Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this 60-minute virtual experience, art historian Elaine Ruffolo will use art to explore the history of the Medici Bankers. Through innovative financial practices and shrewd business acumen, the Medicis built a banking empire that became the largest and most respected in Europe during the 15th century. Join us as Elaine takes us through the history of the Medici family, including their rise in banking and finance and their influence on politics and the Renaissance.

For more information: call us at 619.358.9893 or email us at navinawealth@ampf.com

This is an informational seminar. There is no cost or obligation. Elaine Ruffolo is not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7873944ACMR0425

How to navigate volatile markets

PDT

Join this event online

Michael Batchelor, Financial Advisor - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

For more information: call us at 619.358.9893 or email us at navinawealth@ampf.com
This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

How to navigate volatile markets

PDT

Join this event online

David Dudley and Roman Zhitnik, Financial Advisors - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Shredding Event

PDT

Navina Wealth, 41973 6th Street, Suite C, Temecula, CA 92590

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Simply pull up in your car, drop off your items in shredding box. Stick around for snacks and good conversation.

  • Thorough and safe document destruction program
  • One bag limit, please
  • No RSVP necessary

There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

PDT

Join this event online

Supal Vora, Private Wealth Advisor - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

PDT

Join this event online

Pavan Varshney, Financial Advisors - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

PDT

Join this event online

Gitesh Bhaga and Alexander McMullen, Financial Advisors - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

This is an informational seminar. There is no cost or obligation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.