Events

Spring Fling Brunch

OpenHouse

Please join us at the historic Fairmont Hotel for the Openhouse Spring Fling. This unique event supports the many quality programs and services for local LGBT seniors.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

Openhouse is in not affiliated with Ameriprise Financial Services, Inc.

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Tax & Legal Strategies for Rental Properties

Russell Stanaland, Attorney and a board-certified public accountant (CPA) - Stanaland & Company

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Whether you intend to be a landlord or already own rental property –please join us for a compelling conversation with local CPA and attorney, Russell Stanaland.

This seminar will explore tax and legal aspects with owning rental real estate. Topics include: rent control, titling,insurance, depreciation, code violations, as well as various tax advantages with rental property.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

Legg Mason Global Asset Fund & Wells Fargo

Neither Ameriprise Financial nor its affiliates may provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues. Russell Stanaland, Esq. is not affiliated with Ameriprise Financial Services, Inc.

This is an informational event. There is no cost or obligation.

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Our Family Coalition Gala

Our Family Coalition

Please join us as we attend Our Family Coalition’s annual Night Out at the InterContinental San Francisco. Now in its ninth year, Night Out, has established itself as the only event exclusively supporting LGBT families with children in the Bay Area.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

Our Family Coalition is not affiliated with Ameriprise Financial Services, Inc.

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NCLR 40th Anniversary Celebration

National Center for Lesbian Rights

Please join us at the National Center for Lesbian Rights 40thAnniversary Celebration at Innovation Hangar at The Palace of Fine Arts. The evening will feature Executive Director Kate Kendell and we will celebrate 40 years of victories and accomplishments in the movement for LGBTQ equality.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

NCLR is in no way affiliated with Ameriprise Financial Services, Inc.

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Women’s Golf Tournament & Tee Dance

Horizons Foundation

Please join us for the Horizons Foundation’s 8thAnnual LGBTQ Golf Fore Good Tournament at the Chardonnay Golf Club in Napa Valley. Golf Fore Good supports Horizons’ mission to help meet the needs,secure the rights, and celebrate the lives of LGBTQ people.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

Horizons Foundation is not affiliated with Ameriprise Financial Services, Inc.

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San Francisco Pride Viewing Party

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Join us as we watch over 30,000 people march in the San Francisco annual San Francisco Pride Parade! The McLoughlin Gallery is perched on the 2nd floor directly above Market Street and the parade route. We'll enjoy drinks, food, music and meet some new friends on our favorite day in San Francisco!

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

The McLoughlin Gallery and the San Francisco Pride Parade are not affiliated with Ameriprise Financial Services, Inc.

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TP Forever Annual Gala

Daniel Platt, Financial Advisor & Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Join Daniel Platt, CFA®, CFP®,MSFA, Financial Advisor and Brio Financial Group as we support the TP Forever annual gala. TP Forever was established in May of 2012 to prolong the memory and spirit of Anthony Michael Platt (Tony Platt).

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

The TP Forever Foundation and its representatives are not affiliated with Ameriprise Financial Services, Inc.

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Brio Barbeque & 2017 Fleet Week Air Show

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

San Francisco Fleet Week began in1981 and has been leading the nation in celebrating America's sea services. In honor of our service men and women, and our many clients, friends and colleagues at Brio Financial Group - we'd like to invite you to our 3rdannual Air Show& Brio Barbeque.

Friday, October 6, is a practice day for the Air Show, and we anticipate fewer crowds than Saturday or Sunday. We will be located near Crissy Field at West Bluff Picnic Area.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

The San Francisco Fleet Week and its representatives are not affiliated with Ameriprise Financial Services, Inc.

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Horizons Foundation Gala

Horizons Foundation

Please join us at the Tonga Room at the Fairmont Hotel for the Horizons Foundation annual Gala Dinner & Casino Party. This foundation supports youth and senior organizations – whose work is changing thousands of lives each day.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

Horizons Foundation is not affiliated with Ameriprise Financial Services, Inc.

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National Day of Service at the SF-Marin Food Bank

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Our practice is proud to participate in the Ameriprise National Day of Service, helping the 42 million Americans struggling with hunger. We will once again volunteer at the SF-Marin Food Bank repackaging bulk food items for local food shelves within the Bay Area. Join us immediately following our shift for a private reception at a local eatery.

To reserve a spot: call us at 415.623.2450 or email us at jim.rosenau@ampf.com

    SF-Marin Food Bank is not affiliated with Ameriprise Financial Services, Inc.

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Past Events

3rd Annual Brio Clothing Drive

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

It’s spring, and time to help those in need and do some spring cleaning in your closet!

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. is joining with Dress for Success and the St. Anthony Foundation for our 3rd annual professional clothing drive at the home of Brandon Miller.

Our goal is to encourage our clients, friends and community members to donate professional clothes for disadvantaged women and men, who are taking the necessary steps towards economic independence. To ensure that an article of clothing or suit is appropriate, ask yourself if you would feel comfortable wearing it on an interview or to your workplace. If the answer is yes, then we would accept it.

Item(s) may include:

  • Men’s and women’s suits
  • Women’s accessories
  • Men’s dress clothes, such as ties, shirts or dress pants
  • Women’s dresses, or other appropriate attire

So clean out your closet and join us!

There is no obligation or cost for this event. We are not able to accept cash or check donations at this event. Brio Financial Group is located at 44Montgomery St, Ste 4210, San Francisco, CA 94104. Neither Dress for Success, St. Anthony Foundation nor their representatives are affiliated with Ameriprise Financial, Inc.

Live Conference Call Q & A Discussion

Justin Christofel, CFA, CAIA, Managing Director and Portfolio Manager, is a member of the BlackRock Multi-Asset Strategies Group

Daniel Platt, CFA, CFP®, MSFA, Financial Advisor with Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Participants will receive the article “Before the Bell, April, 2017” published by the Ameriprise Investment Research Group (IRG) prior to the April 5th call at Noon, which will be the basis of the Q&A.

This is an informational event. There is no cost or obligation.

Neither Justin Christofel nor BlackRock Multi-Asset Strategies nor their representatives are affiliated with Ameriprise Financial Services, Inc. N either Ameriprise Financial, nor any of its advisors representatives, provides tax advice. Past performance is no guarantee of future performance.

Investment products are not insured by the FDIC, are not deposits of or obligations of or guaranteed by a financial institution, involve investment risks including possible loss of principal, and may fluctuate in value.

Ameriprise Financial Services, Incorporated Member FINRA and SIPC. © 2017 Ameriprise Financial, Incorporated. All rights reserved.

Retirement Boot Camp: Tax, legal and investment strategies for your retirement

Russell Stanaland, Attorney at Law, CPA - Stanaland & Associates

Brio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Once again we’ll be hosting our Retirement Boot Camp. This year we will focus on tax, legal and investment strategies for your retirement.

Join us at the beautiful St. Francis Yacht Club in the Northwest room, facing the San Francisco Bay. There’s plenty of public parking, we’ll enjoy a lovely brunch, and informative presentations on the many complex aspects of retirement planning.

Be sure to invite friends and family you think would benefit from our continued focus on financial information. As always, space is limited so please RSVP.

MFS Investments, and State Street

This is an informational event. There is no cost or obligation. Stanaland & Associates, MFS Investments, State Street, and their representatives, are not affiliated with Ameriprise Financial. Investment products, are not federally or FDIC-insured, 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.

Plan-specific benefits or details will not be provided. UnitedHealthcare is not affiliated with Ameriprise Financial. UnitedHealthcare is not a broker-dealer. Ameriprise Financial and its representatives do not provide Medicare advice.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their special situation.

Certified FinancialPlanner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and CFP (with flame design) in the U.S.

Brio Financial Group is located at 44 Montgomery St., Ste 4210 San Francisco, CA 94104-4815. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.