Upcoming events

Market and Economic Outlook Webinar

PDT

Join this event online

Russell Price, Chartered Financial Analyst® (CFA), Ameriprise Chief Economist - Ameriprise Financial Services, LLC

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.

For more information: call us at 480.981.5000

Past events

Holiday Photo Event

MST

Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234

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.

7 Things No One Tells You About Retirement

PDT

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Christopher Gowe, Division Manager - Columbia Threadneedle Investments

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

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.

Social Security & Medicare Virtual Event

PDT

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Jennifer Taboada, Director - BlackRock Business Consulting

Gilbert Financial Advisors

Please join us for a virtual webinar. "Securing Your Retirement - Transforming Social Security into A Winning Retirement Strategy" & "Making Medicare Work for You."

Retain Your Brain: How to age-proof your most valuable asset

PDT

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Brian Briggs, Managing Director Applied Insights at Hartford Funds

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

“We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.”

What you’ll learn:

  • 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.

Shred It Event

MST

Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297

Gilbert Financial Advisors

Please join us for our complimentary post tax season document shredding event.

Shredding is a quick and convenient way to dispose of your information in a manner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled.