Family Love Letter Lunch Date: Tuesday, February 18, 2025 Time: 12:00 PM - 2:00 PM MST Location: Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234 Presented By: Brandee Hewett, Sr. Investment Learning Consultant - Neuberger Berman Hosted By: Gilbert Financial Advisors Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. For more information: call us at 480.981.5000 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Toy Drive Date: Friday, November 22, 2024 Time: 8:30 AM - 3:30 PM MST Location: Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297 Hosted By: Ameriprise Financial Gilbert Branch You are invited to join us for an Ameriprise TOY DRIVE as we partner with The Tyler Robinson Foundation. The mission of The Tyler Robinson Foundation is to strengthen families financially and emotionally as they cope with the tragedy of a pediatric cancer diagnosis by offsetting out-of-pocket life expenses. If you would like to donate, please bring unwrapped toys (for ages 0-17) during our week-long drop off window: Monday– Friday, 11/18 – 11/228:30am– 3:30pm
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: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial 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.
Social Security & Medicare Virtual Event Date: Tuesday, August 13, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jennifer Taboada, Director - BlackRock Business Consulting Hosted By: Gilbert Financial Advisors Please join us for a virtual webinar. "Securing Your Retirement - Transforming Social Security into A Winning Retirement Strategy" & "Making Medicare Work for You."
Retain Your Brain: How to age-proof your most valuable asset Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director Applied Insights at Hartford Funds Hosted By: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial “We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.” What you’ll learn: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain A workbook will be available for distribution following our event.
How to Protect Yourself and Your Loved Ones from Fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial What you’ll learn: 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