Upcoming events

Past events

Market and Economic Outlook

PDT

Join this event online

Russell Price, Chartered Financial Analyst

David Farkouh, Financial Advisor

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

Artificial Intelligence: future, or hype?

PST

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

Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group

Ameriprise Financial San Jose Branch

Ameriprise Financial Services, LLC, presents:

“Artificial Intelligence: future, or hype?”

7 Things No One Tells You About Retirement

PDT

Join this event online

Christopher Gowe , Division Manager - Columbia Threadneedle Investments

David Farkouh, Financial Advisor

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.

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

Retain Your Brain

PDT

Join this event online

Brian Briggs, Managing Director Applied Insights at Hartford Funds

David Farkouh, Financial Advisor

  • What you’ll learn:
    • Your Age vs. your Brain’s Age
    • The Importance of Brain Health
    • How to Age-Proof Your Brain