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®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial Sponsored By: Columbia Threadneedle Investments 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. This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7034061ACMR0924
Leveraging all the technology available to you at Ameriprise Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director Digital Marketing - Ameriprise Financial Services, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC 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 Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6373079ACMR0224
Retain Your Brain How To Age-Proof Your Most Valuable Asset Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director, Applied Insights - Hartford Funds Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial Sponsored By: Hartford Funds What you’ll learn: •Your Age vs. your Brain’s Age •The Importance of Brain Health •How to Age-Proof Your Brain This is an informational seminar. There is no cost or obligation. Hartford Funds and its representatives are not affiliated with Ameriprise Financial Inc. Investment products, including shares of mutual funds, are not federally or FDIC-insured, 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. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6595515ACMR0524
Retain Your Brain How To Age-Proof Your Most Valuable Asset Date: Thursday, May 30, 2024 Time: 6:00 PM - 7:00 PM PDT Location: China Stix, 2110 El Camino Real, Santa Clara, CA 95050 Presented By: Tom Barrett, Managing Director, Applied Insights - Hartford Funds Hosted By: James P. Kirwan, CFP® Financial Advisor / Vice President CA License # 0A47977 Sponsored By: Hartford Funds Your Age vs. your Brain’s Age How to Age-Proof Your Brain The Importance of Brain Health This is an informational seminar. There is no cost or obligation. Sponsored by Hartford Funds. Hartford Funds 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 or, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
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 - Ameriprise Financial Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial Sponsored By: Columbia Threadneedle Investments 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 This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6511283ACMR0424