7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Christopher Gowe , Division Manager - Columbia Threadneedle Investments Hosted By: Richard Bologna, Financial Advisor 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.
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
2024 Election - People Care About Elections, Markets Don't. Date: Wednesday, September 4, 2024 Time: 6:00 PM - 7:30 PM PDT Location: Three Flames Restaurant , 1547 Meridian Ave, San Jose, CA 95125 Presented By: Alec Morrison, CFA Vice President - Invesco Hosted By: Ameriprise Financial San Jose / Monterey Branch Sponsored By: Invesco Our guest speaker, Alec Morrison, CFA Vice President with Invesco will review: · What if the opposite side wins the election? We look at Stock Market returns under different political party leadership. · What do Barack Obama and Ronald Reagan have in common? What can we learn from the connection? · This is the most divisive election we have experienced. Is it really? This is an informational seminar. There is no cost or obligation Invesco and its 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. | Ameriprise Financial Services, LLC. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA95113 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024Ameriprise Financial, Inc. All rights reserved. 6641284ACMR0524
Leveraging all technology available to you at Ameriprise Date: Tuesday, August 20, 2024 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Will Chase, Senior Director Digital Marketing Ameriprise Financial Services, LLC Hosted By: Richard Bologna, Financial Advisor Event Description (requ Demonstrating how we can work together more effectively, online. Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee. 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 ired); max 1,500 characters
Six Barriers to Investment Success: Uncovering your behavioral biases Date: Tuesday, June 11, 2024 Time: 12:00 PM - 2:30 PM PDT Location: Topgolf , 10 Topgolf Dr, San Jose, CA 95002 Presented By: J.B. Walker, Vice President - Franklin Templeton Hosted By: Ameriprise Financial, San Jose Branch Sponsored By: Franklin Templeton During this complimentary session, you’ll learn: · Six biases from the field of behavioral finance · How these biases affect decision-making ability · The impact they can have on investment portfolios This is an informational seminar. There is no cost or obligation. Sponsored by Franklin Templeton. Franklin Templeton and its representativesare not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations or, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, LLC. All rightsreserved. 6610458ACMR0524