Past events

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

Ameriprise Financial Invites you to a private screening of Twisters

PDT

AMC Saratoga, 700 El Paseo de Saratoga , San Jose, CA 95130

Ameriprise Financial San Jose / Monterey Branch

First Eagle, John Hancock, Lord Abbett and PGIM

WHEN:

Friday, July 19, 2024 @ 4:30pm Seating; 5:00 Movie Starts

OR

Saturday, July 20, 2024 @ 10:30AM Seating; 11:00AM Movie Starts

WHERE: AMC Saratoga 700 El Paseo de Saratoga San Jose, CA 95130

There is no cost or obligation. Sponsored by First Eagle, John Hancock, Lord Abbett and PGIM. First Eagle, John Hancock, Lord Abbett, PGIM and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, LLC. All rights reserved. 6634620ACMR0524