Social Security Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® During this virtual seminar you will learn about the following: How retirement benefits are calculated Options for married couples and divorcees Taxes and your retirement plan For more information: call us at 480.636.3367 or email us at erika.barbosa@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. MFS Fund Distributors, Inc. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Shred It Event Date: Tuesday, April 29, 2025 Time: 9:00 AM - 3:00 PM MST Location: Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd #108, Gilbert, AZ 85297 Hosted By: Ameriprise Financial Gilbert Branch Please join us for our complimentary post tax season document shredding event. Shredding is a quick and convenient way to dispose of your information in a manner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled. To reserve a spot: call us at 480.636.3367 or email us at erika.barbosa@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. TheAmeriprise office is located at 161 E Rivulon Blvd. Gilbert, AZ 85297. Ameriprise Financial Services, LLC., Member FINRA and SIPC © 2024 Ameriprise Financial, Inc
Market and Economic Outlook Webinar Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA), Ameriprise Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters, and has appeared in many other national media outlets. Prior to joining Ameriprise Financial, Price was the senior economist for H&R Block Financial Advisors for seven years. He was also a generalist equity research analyst for more than six years.
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.
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."