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: James A Frisone, Regional Vice President 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. This is an informational seminar.There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with AmeripriseFinancial. Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7034061ACMR0924
Understanding Medicare from A to Z Date: Thursday, October 3, 2024 Time: 5:30 PM - 7:00 PM PDT Location: Maggiano's - Santana Row, 3055 Olin Ave, San Jose, CA 95128 Presented By: Grace Holzer, Advisor Consultant - First Eagle Hosted By: Ameriprise Financial San Jose / Monterey Branch Sponsored By: 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
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 Hosted By: James A Frisone, Regional Vice President We would like to invite you to join us for a timely virtual seminar about Ameriprise technology. Are you leveraging all the technology available to you at Ameriprise? During this virtual seminar you will learn about the following: Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app. Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online. Goals and progress Secure message center Account overview Statements and documents E-Signature Text and email alerts Ameriprise app