Upcoming events

A Night at the Ballpark!

PDT

Excite Ballpark, 588 East Alma Avenue , San Jose, CA 95112

Ameriprise San Jose and Monterey Office

First Eagle, PGIM, Lord Abbett, BlackRock and NYLI.

Ameriprise Financial Services, LLC, presents:

A Night at the Ballpark!

Join us at a San Jose Giants Baseball Game

For more information: call us at 408.963.2250

There is no cost or obligation.

This event is sponsored by: First Eagle, PGIM, Lord Abbett, BlackRock and NYLI. 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Social Security: Preparing for Retirement

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A.Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

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.

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

Goal-based advice from Ameriprise Financial at Top Golf

PDT

Top Golf, 10 Topgolf Dr., San Jose, CA 95002

Davin J. Lundgren, CRPC®, AAMS® , Associate Manager | Financial Advisor - Ameriprise Financial

Ameriprise Financial San Jose and Monterey Branch

American Century, T. Rowe Price, and First Eagle

Goal-based advice from Ameriprise Financial

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.

Artificial Intelligence: future, or hype?

PST

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

Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group

Ameriprise Financial San Jose Branch

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

PST

Maggiano's Little Italy, 3055 Olin Ave., Ste. 1000, San Jose, CA 95128

Join this event online

Jacob Krejci, Vice President - First Trust

Stephanie Atalla, Financial Advisor

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.