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.
Understanding Medicare from A to Z Date: Thursday, October 3, 2024 Time: 5:30 PM - 7:00 PM PDT Location: Maggiano's - Santana Row, 3055 Olin Ave, San Jose, CA 95128 Presented By: Grace Holzer, Advisor Consultant - First Eagle Hosted By: Ameriprise Financial San Jose / Monterey Branch Sponsored By: 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 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