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

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 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 Services, LLC

In August, we will have Will Chase, a Senior Director for Ameriprise presenting on Leveraging all technology available to you at Ameriprise. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event!

Demonstrating how we can work together more effectively, online.
Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee.
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

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

Antique Appraisal – Bring-a-Friend Event

MST

Maggiano’s Little Italy, 16405 N. Scottsdale Rd., Scottsdale,, AZ 85254

North Scottsdale Ameriprise Advisors

Federated Hermes, Delaware Funds, and Eaton Vance

Catherine Baron has participated as an expert appraiser on the PBS Public Television program Antiques Roadshow. Specializing in silver, she is an appraiser of art and antiques. She holds a Master of Arts degree in Art History, is a certified appraiser of personal property with a membership in National Appraisal organizations and is a Benefit Auction Specialist designated by the National Auctioneers Association. Catherine’s integrity and dedication to community service extends beyond the boundaries of her business. Catherine’s Estates specializes in fine art and antiques from the 18th Century to the 1930’s.

Space for this event is limited. One item per person. No stamps, coins or guns please. There is no cost or obligation for this event.

Summer Blockbuster Movie: Despicable Me 4

MST

Harkins Theatres - Scottsdale 101 14, 7000 East Mayo Blvd., Scottsdale, AZ 85054

North Scottsdale Ameriprise Advisors

Gru, Lucy, Margo, Edith, and Agnes welcome a new member to the family, Gru Jr., who is intent on tormenting his dad. Gru faces a new nemesis in Maxime Le Mal and his girlfriend Valentina, and the family is forced to go on the run. Doors open at 4:30 pm Private show begins at 5:00 pm

There is no cost or obligation to attend. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6659543ACMR0624

Retain Your Brain: How to Age Proof Your Most Valuable Asset

PDT

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Brian Briggs, Managing Director Applied Insights - Hartford Funds

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

In June, we will have Brian Briggs, Managing Director Applied Insights at Hartford Funds, presenting on Retain Your Brain; How to age-proof your most valuable asset. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event!

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.

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