Market and Economic Outlook Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) Hosted By: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA® Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets. Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2024, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015. To reserve a spot: call us at 650.226.2082 or email us at rebecca.1.king@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
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® 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.
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse Wine & Bar, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Brendan Doyne, Executive Director - JP Morgan Hosted By: Tali Alon, MBA, APMATM, CFP®, CDFA® Branch Manager Sponsored By: Grant Martin, Sr. Regional Consultant - MFS Investing in an Election Year
The Tax Calm Before the Storm? Date: Tuesday, March 26, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Jim Bergeron, J.D., Advisor Eduacation Specialist - Nuveen Hosted By: Kathie Chappell, CFP®, APMA™, CRPC™ The Tax Calm Before the Storm?
Are You Leveraging All The Technology Available To You At Ameriprise? 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: Kathie Chappell, CFP®, APMA™, CRPC™ Financial Advisor | Managing Director Are You Leveraging All The Technology Available To You At Ameriprise? 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