Past events

7 Things No One Tells You About Retirement

PDT

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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

2024 Election - People Care About Elections, Markets Don't.

PDT

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

Alec Morrison, CFA Vice President - Invesco

Ameriprise Financial San Jose / Monterey Branch

Invesco

Our guest speaker, Alec Morrison, CFA Vice President with Invesco will review:

· What if the opposite side wins the election? We look at Stock Market returns under different political party leadership.

· What do Barack Obama and Ronald Reagan have in common? What can we learn from the connection?

· This is the most divisive election we have experienced. Is it really?

This is an informational seminar. There is no cost or obligation Invesco 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 of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. | Ameriprise Financial Services, LLC. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA95113

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024Ameriprise Financial, Inc. All rights reserved. 6641284ACMR0524

Leveraging all technology available to you at Ameriprise

PDT

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Will Chase, Senior Director Digital Marketing Ameriprise Financial Services, LLC

David Farkouh, Financial Advisor

  • 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
    • Statements and documents
    • E-Signature
    • Text and email alerts
    • Ameriprise app

Retain Your Brain

PDT

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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