Past events

7 Things No One Tells You About Retirement

PDT

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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.

This is an informational seminar. There is no obligation or cost to attend.Columbia Threadneedle Investment and its representatives are affiliated with Ameriprise Financial.Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.

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®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial

What you’ll learn:

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

Workbook will be available for distribution following our event.

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.

How to Protect Yourself and Your Loved Ones From Fraud

PDT

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Thor Nelson, VP-Compliance - Ameriprise Financial

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

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.

Economic and Market Outlook

PST

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Russell T. Price, CFA®, Chief Economist with Ameriprise Financial

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

Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Price holds bachelor’s degree in economics from East Stroudsburg University, and an MBA in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA) designation.

This is an informational event. There is no cost or obligation.

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. Member FINRA and SIPC.