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® Regional Vice President - Pacific Desert Region, Ameriprise Financial Services, LLC Please join us for a social security virtual event. If you know of any friends that could benefit from learning more about Social Security, please forward the invitation.
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.
Barrett-Jackson Car Auction Date: Saturday, January 18, 2025 Time: 8:00 AM - 10:00 AM MST Location: Westworld of Scottsdale, 14826 N Pima Rd, Scottsdale, AZ 85260 Hosted By: Ameriprise Financial Gilbert Branch We invite you and your guests to be part of one of the world’s greatest classic car shows! Ticket access and breakfast information for the event will be emailed following your RSVP.
Holiday Photo Event Date: Thursday, October 24, 2024 Time: 10:00 AM - 8:00 PM MST Location: Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234 Hosted By: Gilbert Financial Advisors We invite you to bring your family, extended family, friends and neighbors to have your picture taken by a professional photographer for the holidays. We will have two beautifully staged backdrop options.