Goal-based advice from Ameriprise Financial at Top Golf Date: Tuesday, April 22, 2025 Time: 12:00 PM - 2:30 PM PDT Location: Top Golf, 10 Topgolf Dr., San Jose, CA 95002 Presented By: Davin J. Lundgren, CRPC®, AAMS® , Associate Manager | Financial Advisor - Ameriprise Financial Hosted By: Ameriprise Financial San Jose and Monterey Branch Sponsored By: American Century, T. Rowe Price, and First Eagle Goal-based advice from Ameriprise Financial To reserve a spot: call us at 408.963.2262 or email us at jeffrey.pittman@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. This event is sponsored by: American Century, T. Rowe Price, and First Eagle. Third parties and 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 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® Sponsored By: Regional Vice President - Pacific Desert Region - Ameriprise Financial Services, LLC To register for this event Click Here to Register ,. Registration closes 24hrs before the event or when we reach max capacity. For more information: email us at PacDesertRegion@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 notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. Allrights reserved. 7700666ACMR0325
Artificial Intelligence: future, or hype? Date: Tuesday, February 11, 2025 Time: 6:00 PM - 7:30 PM PST Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 Presented By: Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group Hosted By: Ameriprise Financial San Jose Branch Sponsored By: Franklin Templeton Ameriprise Financial Services, LLC, presents: “Artificial Intelligence: future, or hype?” This is an informationalseminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and 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.
The Road Ahead: Navigating inflation, rising rates, and volatility Date: Tuesday, November 14, 2023 Time: 6:00 PM - 8:00 PM PST Location: Maggiano's Little Italy, 3055 Olin Ave., Ste. 1000, San Jose, CA 95128 Join this event online Presented By: Jacob Krejci, Vice President - First Trust Hosted By: Stephanie Atalla, Financial Advisor Sponsored By: First Trust During this complimentary session we’ll discuss the current state of the economy, positioning for inflation, rising rates and volatility and how to maintain a long-term perspective in volatile times. Stephanie Atalla, CA insurance # 0D91278, This is an informational seminar. There is no cost or obligation. First Trust 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. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.