Night At The Movies! Date: Wednesday, July 24, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Century Pleasant Hill Theatre , 125 Crescent Dr, Pleasant Hill, CA 94523 Hosted By: Ameriprise Financial, Walnut Creek Please join us for a private showing of Fly Me To The Moon RSVP by Monday July 9th to reserve a spot for you and a guest Theatre access will begin at 5pm., and the film will start promptly at 5:30pm, with no previews Sponsored by Fidelity Investments There is no cost or obligation to attend. Fidelity and its representatives are not affiliated with Ameriprise Financial, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6628417ACMR0524
Retain Your Brain 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®, CRPC ®, CHFC ® AWMA ® Regional Vice President | Ameriprise Financial Sponsored By: Ameriprise Financial Services, LLC We would like to invite you to join us for atimely virtual seminar about Retain Your Brain; How to age-proofyour most valuable asset. During this virtual seminar you will learnabout the following: 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. To register for this event, Click HERE to Register for the Event! .Registration closes 24hrs before the event or when we reach max capacity. To ask a question, please send questions in advance to: PacDesertRegion@ampf.com This is an informational seminar. There is no cost or obligation. Hartford Funds and its representativesare not affiliated with Ameriprise Financial Inc. Investment products, includingshares of mutual funds, are not federally or FDIC-insured, are not deposits orobligations of, or guaranteed by any financial institution and involveinvestment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6595515ACMR0524
Walnut Creek Branch Special Wine Tasting Night Date: Wednesday, May 15, 2024 Time: 4:30 PM - 7:00 PM PDT Location: William Welch Winery Tasting Room , 837 Main Street, Martinez, CA 94553 Hosted By: David L Shackelford, CFP®, CRPC™ | Branch Manager | Vice President | Walnut Creek Advisors Sponsored By: John Hancock | Eaton Vance | PGIM Investments | MFS Asset Management | Victory Capital Funds Wine tasting at William Welch Winery Tasting Room in historical downtown Martinez, California. Food: Catering by Tina Music: The Breedloves are the Bay Area’s BELOVED PERFORMING DUO PLAYING A DIVERSE COLLECTION OF ORIGINAL styles that draws influences from flamenco, classic rock, and pop, with a unique blend of fast fingering ukulele playing! There is no cost or obligation. The Walnut Creek Branch is located at 100Pringle Avenue, Suite 420, Walnut Creek, CA 94596. 925-937-0500 John Hancock, Eaton Vance, PGIM, MFS & Victory Capital Funds and its representatives are not affiliated with Ameriprise Financial, Inc Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6474997ACMR0324
Are You Leveraging All The Technology Available To You At Amerprise? Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: James A Frisone, III, CFP® CHFC® AWMA® , Regional Vice President, Ameriprise Financial Services, LLC - Ameriprise Financial Services, LLC Hosted By: James A Frisone, III, CFP® CHFC® AWMA® Sponsored By: Ameriprise Financial Services, LLC Wewould like to invite you to join us for a timely virtual seminar aboutAmeriprise technology. Are you leveraging all the technology available to youat Ameriprise? During this virtual seminar you will learn about thefollowing: 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 This is an informational seminar.There is no cost or obligation. Not FDIC Insured|No FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc.All rights reserved. 6373079ACMR0224
Guide To The Market Date: Thursday, March 21, 2024 Time: 5:30 PM - 7:30 PM PDT Location: Zio Fraedo's Italian & Conti , 611 Gregory Lane , Pleasant Hill , CA 94523 Presented By: Bob Fields, Managing Director & Brendan Coyne, CIMA® | Vice President Client Advisor - JP Morgan Asset Management Hosted By: David L Shackelford, CFP®, CRPC™ | Branch Manager | Vice President | Walnut Creek Advisors Sponsored By: JP Morgan Asset Management During this complimentary session, we’ll share insights on today’s most c ritical economic and investment topics. We’ll discuss: •Economic landscape and outlook for the current year •Key drivers and trends taking place in the markets This is an informational seminar. There is no cost or obligation. This event is sponsored by: JPMorgan Asset Management J.P. Morgan Asset Management 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6271502ACMR0124