Movie Night - Mission Impossible: The Final Reckoning Date: Wednesday, June 4, 2025 Time: 5:30 PM - 9:30 PM PDT Location: Cinepolis Luxury Cinemas, 8 Hillsdale Mall Parking Lot, 60 31st Avenue, San Mateo, CA 94403 Hosted By: Marcial Vargas, Financial Advisor 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 Movie Night - Mission Impossible: The Final Reckoning To reserve a spot: call us at 650.226.2075 or email us at elena.garcia@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant, MFS Fund Distributors, Inc. - Ameriprise Financial Services LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Social Security: Preparing for Retirement
Student of the Market Date: Thursday, April 17, 2025 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: Victor Melinauskas and Matt McDermott, Vice President and CIMA, Market Leader - BlackRock Hosted By: Marcial Vargas Sponsored By: Vic Melinauskas and Grant Martin Student of the Market - Presented by Victor Melinauskas and Matt McDermott with BlackRock
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