Holiday Photo Event Date: Thursday, October 24, 2024 Time: 10:00 AM - 8:00 PM MST Location: Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234 Hosted By: Gilbert Financial Advisors We invite you to bring your family, extended family, friends and neighbors to have your picture taken by a professional photographer for the holidays. We will have two beautifully staged backdrop options.
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®, 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.
Are you 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: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial Learn more about the following: Get “on-the-go” access Message Center Statements & Documents Total View Using e-Signature Personalize your Accounts
Social Security & Medicare Virtual Event Date: Tuesday, August 13, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jennifer Taboada, Director - BlackRock Business Consulting Hosted By: Gilbert Financial Advisors Please join us for a virtual webinar. "Securing Your Retirement - Transforming Social Security into A Winning Retirement Strategy" & "Making Medicare Work for You."
Back to School Drive Date: Monday, July 15, 2024 Time: 8:30 AM - 3:30 PM MST Location: Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297 Hosted By: Gilbert Financial Advisors We will be partnering with Autism Academy for Education & Development and Lauren’s Institute for Education to provide these special needs students with school supplies for the upcoming school year. The Gilbert Branch values being involved in our community and are excited to host this event and will have a week-long supply drop off window. Monday – Friday, 7/15 – 7/198:30am– 3:30pm Please reach out to us for a supply list.