Past events

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.

3360107ACMR1220

Orchard Financial Group Downtown Women's Center Holiday Giving

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

Over this past year, Orchard Financial Group was introduced to the LA Downtown Women’s Center and the work they do for vulnerable women in our community. At the start of the pandemic, we donated masks to help across the city and have continued these efforts throughout the year.

As we approach the holidays, the Downtown Women’s Center remains top of mind as an organization working to change the lives of women in our community. This holiday season we continue our support of their mission by participating in their holiday drive.

The Downtown Women’s Center (DWC) is looking for donations for supportive housing residents and day-center that exclusively serves the homeless women in our city. We invite you to take on this giving mission with us.

If you’d like to help us in our mission to support DWC, please feel free to reach out to our office for more information and for a link to the DWC wish list items. All donated items can be dropped off at our office or we can arrange for contactless pick-up.

There is no cost or obligation for this event.

We cannot accept monetary donations.

3360107ACMR1220

Fall Flower Arranging- Virtual

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

While we may be entering a holiday season that looks a little different, our team invites you to spend an afternoon creating fresh flower arrangements to enjoy while at home. We will ship you a flower supply kit and host the online forum- just add flowers* for this one-of-a-kind arrangement experience.

There is no cost or obligation.

*For attendees in at-risk groups, we have happily arranged for alternative supply delivery.

Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. The Compass is a trademark of Ameriprise Financial, Inc.Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2020 Ameriprise Financial, Inc. All rights reserved. 3311230ACMR1120

Five things to know about Medicare

  • 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

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement

A Slice of Pie

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

While we may work with numbers, this time we are working with a different kind of pie. Join us for a day learning to bake seasonal pies and create that perfect pie curst. We always think dessert is best shared, so we invite you to bring a friend to enjoy the confections we create.

There is no cost or obligation to attend this event. Orchard Financial Group-- 12400 Wilshire Boulevard, Suite 1210-- Los Angeles, CA 90025The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, Inc. Member FINRA and SIPC. ©2020 Ameriprise Financial, Inc. All rights reserved. 2959654ACMR0220