Past events

7 Things No One Tells You About Retirement

PDT

Join this event online

Christopher Gowe, Division Manager - Columbia Threadneedle Investments

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

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

Are You Leveraging All The Technology Available To You at Ameriprise?

PDT

Join this event online

Will Chase, Senior Director, Digital Marketing - Ameriprise Financial Services

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

Ameriprise Financial Invites you to a private screening of Twisters

PDT

AMC Saratoga, 700 El Paseo de Saratoga , San Jose, CA 95130

Ameriprise Financial San Jose / Monterey Branch

First Eagle, John Hancock, Lord Abbett and PGIM

WHEN:

Friday, July 19, 2024 @ 4:30pm Seating; 5:00 Movie Starts

OR

Saturday, July 20, 2024 @ 10:30AM Seating; 11:00AM Movie Starts

WHERE: AMC Saratoga 700 El Paseo de Saratoga San Jose, CA 95130

There is no cost or obligation. Sponsored by First Eagle, John Hancock, Lord Abbett and PGIM. First Eagle, John Hancock, Lord Abbett, PGIM and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, LLC. All rights reserved. 6634620ACMR0524