Virtual Event on how to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: Jamie Frisone CFP®, CRPC® What you’ll learn: •Know what scams look like and what red flags to look out for •Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent •Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams •Resources available to you as an Ameriprise client
The Tax Calm Before the Storm Date: Thursday, March 28, 2024 Time: 6:00 PM - 8:00 PM PDT Location: MAGGIANO’S LITTLE ITALY , 3055 Olin Ave. Ste #1000, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: Clarissa Ramos, Associate Advisor with Ameriprise Financial Services, LLC Sponsored By: Nuveen and Fidelity Taking full advantage of tax certainty while planning for changes to come
You are invited to attend this special event: Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 6:00 PM PST Join this event online Presented By: Russell T. Price, CFA® Hosted By: Jamie Frisone You are invited to attend this special event: Economic and Market Outlook presented by Russell T. Price, CFA®, Chief Economist with Ameriprise Financial Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Price holds bachelor’s degree in economics from East Stroudsburg University, and an MBA in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA) designation.