Investment Insights and Dinner Date: Tuesday, April 22, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Fairway Laguna Seca, 10520 York Road , Monterey, CA 93940 Presented By: Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group Hosted By: Monterey/San Jose Branch of Ameriprise Financial Sponsored By: 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 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.
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® Sponsored By: 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 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
Goal-based advice from Ameriprise Financial at Top Golf Date: Tuesday, April 22, 2025 Time: 12:00 PM - 2:30 PM PDT Location: Top Golf, 10 Topgolf Dr,, San Jose, CA 95002 Presented By: Davin J. Lundgren, CRPC®, AAMS® , Associate Manager | Financial Advisor - Ameriprise Financial Hosted By: Ameriprise Financial San Jose and Monterey Branch Sponsored By: American Century, T. Rowe Price, and First Eagle Goal-based advice from Ameriprise Financial This is an informational seminar. There is no cost or obligation. This event is sponsored by: American Century, T. Rowe Price, and First Eagle. Third parties 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
How to navigate volatile markets Date: Wednesday, April 16, 2025 Time: 5:00 PM - 6:00 PM PDT Join this event online Presented By: Phil Nguyen, CFS®, APMA (TM), Financial Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Phil Nguyen, CFS®, APMA (TM) Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Artificial Intelligence: future, or hype? Date: Tuesday, February 11, 2025 Time: 6:00 PM - 7:30 PM PST Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 Presented By: Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group Hosted By: Ameriprise Financial San Jose Branch Sponsored By: 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.