7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Christopher Gowe, Division Manager - Columbia Threadneedle Investments Hosted By: 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.
Leveraging Technology at Ameriprise Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Will Chase, Senior Director Digital Marketing, Ameriprise Financial Services, LLC Hosted By: James A Frisone, Regional Vice President, Ameriprise Financial Services, LLC During the event you will learn the following: 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 Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Brian Briggs, Managing Director Applied Insights at Hartford Funds Hosted By: Jaime Frisone What you'll learn:- Your age vs your brain's age- The Importance of brain health- How to age-proof your brain
How to Protect Yourself and Your Loved Ones from Fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial What you’ll learn: Know what scams look like and what red flags to look out for Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams Resources available to you as an Ameriprise client
Ameriprise Technology Open House Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC Hosted By: Ameriprise Tucson Advisors Learn more about the following:Get “on-the- go” access •Message Center •Statements & Documents •Total View •Using e-Signature •Personalize your Accounts This is an informational seminar.There is no cost or obligation. Not FDIC Insured|No FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6373079ACMR0224