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® 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.
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse Wine & Bar, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Brendan Doyne, Executive Director - JP Morgan Hosted By: Tali Alon, MBA, APMATM, CFP®, CDFA® Branch Manager Sponsored By: Grant Martin, Sr. Regional Consultant - MFS Investing in an Election Year
Artificial Intelligence - Future or Hype Date: Thursday, September 19, 2024 Time: 12:00 PM - 2:00 PM PDT Location: Fleming's Prime Steakhouse Wine & Bar, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Matt Moberg, Senior Vice President, Portfolio Manager - Franklin Templeton Hosted By: Tali Alon, MBA, APMATM, CFP®, CDFA® Branch Manager Sponsored By: Andrew Prupas, Vice President at Franklin Templeton Artificial Intelligence - Future or Hype
Are you leveraging all the technology available to you at Ameriprise? Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director - Ameriprise Financial Services LLC Hosted By: Jamie Frisone CFP®, CHFC®, CRPC®,?AWMA® During this virtual seminar you will learn about the following: Demonstrating how we can work together more effectively, online. Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee. Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app. Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online. Goals and progress Secure message center Account overview Statements and documents E-Signature Text and email alerts Ameriprise app
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 - Hartford Funds Hosted By: Jamie Frisone CFP®, CHFC®, CRPC®,?AWMA® What you’ll learn: • Your Age vs. your Brain’s Age • The Importance of Brain Health • How to Age-Proof Your Brain