Past events

7 Things No One Tells You About Retirement

PDT

Join this event online

Christopher Gowe, Division Manager - Columbia Threadneedle Investments

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

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.

Are you leveraging all the technology available to you at Ameriprise?

PDT

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

Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial

Learn more about the following:

  • Get “on-the-go” access
  • Message Center
  • Statements & Documents
  • Total View
  • Using e-Signature
  • Personalize your Accounts

Social Security & Medicare Virtual Event

PDT

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Jennifer Taboada, Director - BlackRock Business Consulting

Gilbert Financial Advisors

Please join us for a virtual webinar. "Securing Your Retirement - Transforming Social Security into A Winning Retirement Strategy" & "Making Medicare Work for You."

Retain Your Brain: How to age-proof your most valuable asset

PDT

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Brian Briggs, Managing Director Applied Insights at Hartford Funds

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

“We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.”

What you’ll learn:

  • Your Age vs. your Brain’s Age
  • The Importance of Brain Health
  • How to Age-Proof Your Brain

A workbook will be available for distribution following our event.

Shred It Event

MST

Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297

Gilbert Financial Advisors

Please join us for our complimentary post tax season document shredding event.

Shredding is a quick and convenient way to dispose of your information in a manner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled.