Upcoming events

Market and Economic Outlook

PDT

Join this event online

Russell Price, Chartered Financial Analyst

Richard bologna, Financial Advisor

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

To reserve a spot: email us at shiva.alici@ampf.com

Market and Economic Outlook

PDT

Join this event online

Russell Price, Chartered Financial Analyst

Richard Bologna, Financial Advisor

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

To reserve a spot: email us at shiva.alici@ampf.com

Past events

Artificial Intelligence: future, or hype?

PST

Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125

Russell George, CFA - Franklin Equity Group

Ameriprise Financial San Jose Branch

Ameriprise Financial Services, LLC, presents:

“Artificial Intelligence: future, or hype?”

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

Retain Your Brain

PDT

Join this event online

Brian Briggs, Managing Director Applied Insights at Hartford Funds

Richard Bologna, Financial Advisor

  • What you’ll learn:
    • Your Age vs. your Brain’s Age
    • The Importance of Brain Health
    • How to Age-Proof Your Brain

How to protect yourself and your loved ones from fraud

PDT

Join this event online

Thor Nelson, VP-Compliance

Richard Bologna, Financial Advisor

  • Know what scams look like and what red flags to look out for
  • Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent
  • Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams
  • Resources available to you as an Ameriprise client