how to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance - Ameriprise Financial Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial 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: Tuesday, March 26, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Jim Bergeron, J.D., Advisor Education Specialist - Nuveen Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Managing Director Ameriprise Financial Sponsored By: Taku Miyashita The Tax Calm Before the Storm?
Are You Leveraging All The Technology Available To You At Ameriprise? Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Managing Director Ameriprise Financial Are You Leveraging All The Technology Available To You At Ameriprise?
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA®, Chief Economist - Ameriprise Financial Hosted By: Jamie Frisone CFP® CRPC® CHFC® AWMA® Regional Vice President | Ameriprise Financial Economic and Market Outlook