Balancing Life Today and Dreams of Tomorrow: A Night of Travel Tales and Practical Tips Date: Thursday, September 12, 2024 Time: 5:30 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave SE, Bellevue, WA 98004 Presented By: Jeffrey C. Mitchell, CRPC, APMA. Associate Manager & Managing Director, Legacy 29 Wealth Advisors Hosted By: Jeffrey C. Mitchell, CRPC, APMA. Associate Manager & Managing Director, Legacy 29 Wealth Advisors Founder of Go Custom Travel curating private, immersive journeys worldwide since 2009. Laura scouts awe-inspiring experiences, unique accommodations and unexpected destinations. Handcrafted itineraries highlight that nature, wildlife, local culture and cuisine. Jeffrey C. Michell , CA insurance 4252928Jeffrey C. Michell , CA insurance 4252928 This is an informational seminar. There is no cost or obligation. Investment product 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. (c) 2024 Ameriprise Financial, Inc. All right reserved.
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, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Learn more about the following: Get "on-the-go" access Message Center Statements & Documents Total View Using e-Signature Personalize your Accounts This is an informational seminar. There is no cost or obligation. Not FDIC Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights Wil reserved. 6373079ACMR0224
Wine Tasting: 7 Things No One Tells You About Retirement Date: Thursday, July 25, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave NE, Bellevue, WA 98004 Presented By: Dhamandeep Judge, Regional Advisor Consultant with Columbia Threadneedle Investments Hosted By: Legacy 29 Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Wine Tasting with Fielding Hills of Chelan, WAHeavy Appetizers Provided! This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products are not insured by 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. ©2024 Ameriprise Financial, Inc. All rights reserved. 6741307ACMR0724
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP, CRPC, CHFC, AWMA, Regional Vice President Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Price holds bachelor’s degree in economics from East Stroudsburg University, and an MBA in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA) designation.