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 Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President | Ameriprise Financial Sponsored By: Ameriprise Financial We will have Thor Nelson , VP-Compliance , presenting on how to protect yourself and your loved ones from fraud. This event is at 4:00pm PT and will max out at 1,000 guests. 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 For more information: call us at 650.654.4235 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
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: Andrew T. Gotianse, AAMS™, CMFC™, APMA™ 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: Andrew T. Gotianse, AAMS™, CMFC™, APMA™ 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
Guide to the Market Date: Tuesday, November 14, 2023 Time: 6:00 PM - 8:00 PM PST Location: Rustic House Oyster Bar & Grill, 295 Main Street, Los Altos, CA 94022 Presented By: Bob Fields, Fixed Income Strategist and Managing Director - JP Morgan Asset Management Hosted By: Andrew T. Gotianse Sponsored By: Brendan Coyne Presentation - Guide to the Market and dinner at the Rustic House Oyster Bar & Grill