Upcoming events

Goal-based advice from Ameriprise Financial at Top Golf

PDT

Top Golf, 10 Topgolf Dr,, San Jose, CA 95002

Davin J. Lundgren, CRPC®, AAMS®, Associate Manager | Financial Advisor - Ameriprise Financial

Ameriprise Financial San Jose and Monterey Branch

American Century, T. Rowe Price, and First Eagle

Goal-based advice from Ameriprise Financial

To reserve a spot: call us at 408.963.2293 or email us at hemil.patel@ampf.com

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: American Century, T. Rowe Price, and First Eagle. Third parties and representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Social Security: Preparing for Retirement

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

MFS Fund Distributors, Inc.

Social Security: Preparing for Retirement

If you know of any friends that could benefit from learning more about Social Security, please forward the invitation

For more information: call us at 408.963.2250

This is an informational seminar. There is no cost or obligation.

MFS Fund Distributors, Inc. And its representatives are not affiliated with Ameriprise Financial, Inc.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. Allrights reserved.

7700666ACMR0325

Past events

Artificial Intelligence: future, or hype?

PST

Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125

Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group

Ameriprise Financial San Jose Branch

Franklin Templeton

Ameriprise Financial Services, LLC, presents:

“Artificial Intelligence: future, or hype?”

This is an informationalseminar. There is no cost or obligation.

This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Understanding Medicare from A to Z

PDT

Maggiano's - Santana Row, 3055 Olin Ave, San Jose, CA 95128

Grace Holzer, Advisor Consultant - First Eagle

Ameriprise Financial San Jose / Monterey Branch

First Eagle

An introduction to Medicare, its coverage and its costs

The enrollment process, and where and how to start

Coordinating Medicare benefits with other forms of insurance

Resources available to help Medicare participants

This is an informational seminar. There is no cost or obligation. First Eagle, and its representatives are not affiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6641425ACMR0524