Upcoming events

Technology Investing: Is AI Opportunity or Hype?

PDT

Palio, 640 Sacramento St, San Francisco, CA 94111

Shane Kennedy CMFC, CRPC, Sr. Regional Advisor Conultant - Columbia Threadneedle

Attollo Wealth Management

Shane Kennedy CMFC, CRPC | Columbia Threadneedle

We will explore the role of artificial intelligence in today's markets and discuss whether current enthusiasm represents long-term opportunity or short-term hype.

To reserve a spot: call us at 415.743.9839 or email us at attollowealth@ampf.com

This is an informational seminar. There is no cost or obligation.Columbia Threadneedle and its representatives are not affiliated with Ameriprise Financial.Investment products are not insured by the FDIC, NCUA or any federal agency, 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. losures With Formatting (optional)

Past events

Cooking Class: The Story of Ramen

PDT

3231 24th St, San Francisco, CA 94110

Andrew J. Peritore, APMA™ - Financial Advisor

Andrew Prupas, CIMA®, RMA® - Franklin Templeton

Come join us to partake in The Story of Ramen cooking experience. Learn the art of one of Japan’s most iconic dishes: Ramen. Come connect, create, and enjoy a delicious bowl of ramen together.

Understanding Medicare from A to D

PDT

Join this event online

Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® | Regional Vice President

About the Event:

In October, we will have Drew Mayo , Senior Vice President, Senior Advisor Consultant, presenting on Understanding Medicare from A to D. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event!

What you’ll learn:

  • An introduction to Medicare: coverage and costs
  • How and when to enroll
  • Coordinating Medicare with other insurance
  • Resources to support your journey

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

First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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