Past events

Fall Florals: A Virtual Flower Arranging Experience

  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

While the trees may not change colors for fall in Southern California , your fall floral tablescape can. Our annual fall flower arranging event is back and coming to you!

You will receive farm-fresh flowers to your door and a link to join us online for an exclusive floral arranging experience. The workshop will feature step-by-step information to create a beautiful arrangement in a stylish vase, all while sharing our top floral tips and tricks!

Thereis no cost or obligation.

OrchardFinancial Group, a private wealth advisory practice of Ameriprise FinancialServices, LLC.

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AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

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Estate planning for women. How an estate plan puts you in control.

  • Anthony Perez, MBA, CFP®, Private Wealth Advisor - Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services LLC.
  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services LLC.
During this complimentary seminar, you'll learn ways to:
  • Care for the people you love, even after you're gone.
  • Leave behind a lasting, meaningful legacy.
  • Overcome the unique estate planning challenges faced by women.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Common types of fraud: How to protect yourselves and your loved ones

  • Anthony Perez, MBA, CFP®, Private Wealth Advisor - Orchard Financial Group
  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary session, we’ll talk about common types of fraud and scams, and help you:
  • Learn how to identify and avoid falling victim to a scam
  • Understand the resources available to you as an Ameriprise client
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.

Orchard Financial Group Adopt-A-Family Gift Drive

  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Each year, our team here at Orchard Financial Group strives to giveback—especially during the holiday season. As this tumultuous year ends, we are reminded more than ever of our commitment to giving back to our local communities. This year we are excited to adopt a local West LA family through the Los Angeles Department of Public Social Services Adopt-A-Family program.

For over 30 years, DPSS has organized this holiday tradition to support families they serve and have a significant hardship during the holidays.

We’ve adopted a family of three—the mother supports two wonderful daughters in the West Los Angeles region. Unfortunately, this family has fallen on hard times, and they have expressed how thankful they are to have this program as a bright spot during the holidays.

If you’d like to help us fulfill the family’s holiday wish lists, please feel free to reach out to our office for more information. All donated items can be dropped off at our office or we can arrange for a staff member to come pick them up.

There is no cost or obligation for this event.

We cannot accept monetary donations.

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