7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Christopher Gowe, Division Manager at Columbia Threadneedle Investments Hosted By: WisdomSource Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC 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.
Understanding Medicare from A to Z Date: Thursday, October 3, 2024 Time: 5:30 PM - 7:00 PM PDT Location: Maggiano's - Santana Row, 3055 Olin Ave, San Jose, CA 95128 Presented By: Grace Holzer, Advisor Consultant - First Eagle Hosted By: Ameriprise Financial San Jose / Monterey Branch Sponsored By: First Eagle An introduction to Medicare, its coverage and its costs The enrollment process, and where and how to start Coordinating Medicare benefits with other forms of insurance Resources available to help Medicare participants This is an informational seminar. There is no cost or obligation. First Eagle, 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6641425ACMR0524
2024 Election - People Care About Elections, Markets Don't. Date: Wednesday, September 4, 2024 Time: 6:00 PM - 7:30 PM PDT Location: Three Flames Restaurant , 1547 Meridian Ave, San Jose, CA 95125 Presented By: Alec Morrison, CFA Vice President - Invesco Hosted By: Ameriprise Financial San Jose / Monterey Branch Sponsored By: Invesco Our guest speaker, Alec Morrison, CFA Vice President with Invesco will review: · What if the opposite side wins the election? We look at Stock Market returns under different political party leadership. · What do Barack Obama and Ronald Reagan have in common? What can we learn from the connection? · This is the most divisive election we have experienced. Is it really? This is an informational seminar. There is no cost or obligation Invesco 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. | Ameriprise Financial Services, LLC. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA95113 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024Ameriprise Financial, Inc. All rights reserved. 6641284ACMR0524
Are You Leveraging All The Technology Available To You at Ameriprise? Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director Digital Marketing Ameriprise Financial Services, LLC Hosted By: WisdomSource Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC We would like to invite you to join us for a timely virtual seminar about Ameriprise technology. Are you leveraging all the technology available to you at Ameriprise? During this virtual seminar you will learn about the following: 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
Ameriprise Financial Invites you to a private screening of Twisters Date: Friday, July 19, 2024 Time: 4:30 PM - 8:00 PM PDT Location: AMC Saratoga, 700 El Paseo de Saratoga , San Jose, CA 95130 Hosted By: Ameriprise Financial San Jose / Monterey Branch Sponsored By: First Eagle, John Hancock, Lord Abbett and PGIM WHEN: Friday, July 19, 2024 @ 4:30pm Seating; 5:00 Movie Starts OR Saturday, July 20, 2024 @ 10:30AM Seating; 11:00AM Movie Starts WHERE: AMC Saratoga 700 El Paseo de Saratoga San Jose, CA 95130 There is no cost or obligation. Sponsored by First Eagle, John Hancock, Lord Abbett and PGIM. First Eagle, John Hancock, Lord Abbett, PGIM and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, LLC. All rights reserved. 6634620ACMR0524