Investment Insights and Dinner Date: Tuesday, April 22, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Fairway Laguna Seca, 10520 York Road , Monterey, CA 93940 Presented By: Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group Hosted By: Monterey/San Jose Branch of Ameriprise Financial Sponsored By: Franklin Templeton, First Trust, and Goldman Sachs “Artificial Intelligence: future, or hype?” Presented by Russell George, CFA, Institutional Portfolio Manager with Franklin Equity Group “Turns In The Road" Presented by Jake Krejci, Vice President with First Trust Portfolios This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton, First Trust, and Goldman Sachs. The third party companies mentioned and their 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.
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. Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Sponsored By: 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 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
Webinar Sign-up: Market & Economic Update Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst - Ameriprise Financial Hosted By: Ameriprise Financial Sponsored By: Ameriprise Financial Do you have questions about how to navigate a minefield of conflicting market signals? Will 2025 bring market resilience or just another delayed reckoning? Don’t miss the Market and Economic Update webinar on March 11 featuring Ameriprise Financial Chief Economist Russell Price. Russell will share his perspectives on the current market and the 2025 economic outlook. 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. This is an informational seminar. There is no cost or obligation. Third party companies mentioned 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 Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
Artificial Intelligence: future, or hype? Date: Tuesday, February 11, 2025 Time: 6:00 PM - 7:30 PM PST Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 Presented By: Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group Hosted By: Ameriprise Financial San Jose Branch Sponsored By: 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.