Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Jordan Riggs, CFPA, C(k)P Defined Contribution Consultant - MFS Fund Distributors, Inc Hosted By: James A Frisone, Regional Vice President Please join us for Social Security Preparing for Retirement To reserve a spot: call us at 408.963.2322 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Market and Economic Outlook Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst Hosted By: 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? Date: Tuesday, February 11, 2025 Time: 6:00 PM - 7:30 PM PST Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 Presented By: Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group Hosted By: Ameriprise Financial San Jose Branch Ameriprise Financial Services, LLC, presents: “Artificial Intelligence: future, or hype?”
7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Christopher Gowe , Division Manager - Columbia Threadneedle Investments Hosted By: 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.
Retain Your Brain Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Brian Briggs, Managing Director Applied Insights at Hartford Funds Hosted By: 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