Upcoming 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®

MFS Fund Distributors, Inc.

Social Security: Preparing for Retirement

If you know of any friends that could benefit from learning more about Social Security, please forward the invitation

For more information: call us at 408.963.2250

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 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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. Allrights reserved.

7700666ACMR0325

Investment Insights and Dinner

PDT

Fairway Laguna Seca, 10520 York Road , Monterey, CA 93940

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

Monterey/San Jose Branch of Ameriprise Financial

Franklin Templeton, First Trust, and Goldman Sachs

“Artificial Intelligence: future, or hype?” Presented by Russell George, CFA, Institutional Portfolio Manager with Franklin Equity Group

“Turns In The Road" Presented by Jake Krejci, Vice President with First Trust Portfolios

For more information: call us at 831.643.6020

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: Franklin Templeton, First Trust, and Goldman Sachs. The third party companies mentioned and their 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.

Past events

Ameriprise Financial Services, LLC, presents: “Artificial Intelligence: future, or hype?”

MST

Tommy Bahama Restaurant & Bar, 15205 N. Kierland Blvd, Scottsdale, AZ 85254

Andrew Prupas, CIMA® RMA®, Vice President & Market Leader - Franklin Templeton

John Giammanco, Financial Advisor & Managing Director with Ameriprise Financial & John V. Giammanco,CRPCTM ,Financial Advisor & Vice President,

Franklin Templeton

Space is limited and fills quickly. Reserve your seats today!

This is an informationalseminar. There is no cost or obligation.

Thisevent is sponsored by: Franklin Templeton. These sponsorsand representatives are not affiliated with Ameriprise Financial.

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.

Market and Economic Update

PDT

Join this event online

Russell Price, CFA, Ameriprise Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
This is an informational seminar. There is no cost or obligation.

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.

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.