Family Wealth Education: From Theory to Practice Date: Tuesday, September 19, 2023 Time: 6:00 PM - 7:00 PM PDT Location: Fiorillo's, 638 El Camino Real, Santa Clara, CA 95050 Join this event online Presented By: James A. Bergeron JD,, Managing Director, Advisor Education Nuveen Hosted By: Daniel Martin, Private Wealth Advisor Sponsored By: Nuveen and American Century Estate planning seminar and webinar. Thisis an informational seminar. There is no cost or obligation.Sponsored by Nuveen and American Century. Nuveen, American Century and itsrepresentatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations or, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved.5871617ACMR0823
A night at the ballpark Date: Thursday, June 29, 2023 Time: 6:30 PM - 9:00 PM PDT Location: San Jose Municipal Stadium, 588 East Alma Ave, San Jose, CA 95112 Hosted By: Daniel Martin, Private Wealth Advisor Sponsored By: PGIM, Columbia, JPMorgan and First Eagle. Join us at a San Jose Giants Baseball Game Food & Drinks at theMartinelli’s VIP Deck Thereis no cost or obligation to attend. Sponsored by PGIM, Columbia, JPMorgan and First Eagle. PGIM,Columbia, JPMorgan, First Eagle and their representatives are not affiliatedwith Ameriprise Financial. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved. 5678138ACMR0523
Join us for a Summer Picnic! Date: Saturday, June 10, 2023 Time: 12:00 PM - 3:00 PM PDT Location: Vasona Lake Park - RAINTREE site, 333 Blossom Hill Rd, Los Gatos, CA 95032 Hosted By: Daniel Martin Food, face painting & outdoor games! There is no cost or obligation to attend.5677038ACMR0523