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
Holiday Luncheon Date: Tuesday, December 3, 2024 Time: 11:30 AM - 2:30 PM PST Location: Original Joe's - Westlake, 11 Glenwood Avenue, Daly City, CA 94015 Hosted By: Marcial Vargas Sponsored By: Justin Levy, CFP®, CIMA® Senior Regional Consultant with Federated Hermes, Matt Travis, J.D. Director – Alternative Investments with Franklin Templeton and Dvir Levy, Vice President with Blue Owl Client Appreciation Holiday Luncheon
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 | Ameriprise Financial 7 Things No One Tells You About Retirement
Change is Hard: Shifting Family Dynamics as Parents Age Date: Monday, October 21, 2024 Time: 4:30 PM - 6:00 PM PDT Location: Peninusla del Rey - Senior Community Center, 165 Pierce Street, Daly City, CA 94015 Presented By: Savahanna Mitchell, The Key | Home Care Liaison - The Key Hosted By: Marcial Vargas, Financial Advisor Change is Hard: Shifting Family Dynamics as Parents Age
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Brendan Coyne, CIMA® , Executive Director - J.P. Morgan Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Grant Martin, CIMA®, Sr. Regional Consultant with MFS Investing in an Election Year
Artificial Intelligence - Future or Hype Date: Thursday, September 19, 2024 Time: 12:00 PM - 1:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: George Russell, Institutional Portfolio Manager - Franklin Templeton Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Andrew Prupas with Franklin Templeton Artificial Intelligence - Future or Hype