Join us for a day of golf Date: Tuesday, September 10, 2024 Time: 10:30 AM - 6:30 PM PDT Location: Rancho Solano Golf Course, 3250 Rancho Solano Pkway, Fairfield, CA 94534 Hosted By: Ameriprise Financial | Walnut Creek Branch Advisors Sponsored By: Ares Wealth Management; First Trust Investments; American Century Investments; Columbia Threadneedle Lord Abbett, Victory Funds, Virtus Investment Partners Inc Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.
King Lear, ‘Tony Soprano' And the lessons of Wealth Transfer Date: Tuesday, August 27, 2024 Time: 5:30 PM - 7:30 PM Location: Presented By: Matt Libordi, CIMA® CRPS®, Director of Sales - Janus Henderson Hosted By: Ameriprise Financial, Walnut Creek Sponsored By: Janus Henderson This is an informational seminar. There is no cost or obligation. Sponsored by Janus Henderson Investors. Janus Henderson and investors and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations or, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6508546ACMR0424
Are you leveraging all the technology available to you at Ameriprise? Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director Digital Marketing - Ameriprise Financial Services, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President 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 - Statement and documents - eSignature - Text and email alerts - Ameriprise app This is an informational seminar. There is no cost or obligation. Not FDIC Insured. No Financial Institution Guarantee. May Lose Value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6373079ACMR0224
Night At The Movies! Date: Wednesday, July 24, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Century Pleasant Hill Theatre , 125 Crescent Dr, Pleasant Hill, CA 94523 Hosted By: Ameriprise Financial, Walnut Creek Please join us for a private showing of Fly Me To The Moon RSVP by Monday July 9th to reserve a spot for you and a guest Theatre access will begin at 5pm., and the film will start promptly at 5:30pm, with no previews Sponsored by Fidelity Investments There is no cost or obligation to attend. Fidelity and its representatives are not affiliated with Ameriprise Financial, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6628417ACMR0524
Join us for a show Date: Wednesday, July 24, 2024 Time: 5:00 PM - 8:00 PM PDT Location: Century Pleasant Hill Theatre, 125 Crescent Drive, Pleasant Hill, CA 94523 Presented By: David L Shackelford, CFP®, CRPC™, Branch Manager | Walnut Creek Branch Hosted By: Ameriprise Financial Sponsored By: Fidelity Investments Please join us to see and hear the upcoming stage sensation. We will enjoy the show from our reserved seats.