Join us for a wine tasting Date: Wednesday, May 14, 2025 Time: 4:30 PM - 6:30 PM PDT Location: William Welch Winery, 837 Main Street, Martinez, CA 94553 Hosted By: Porter, Ritchie & Associates Sponsored By: First Eagle, NY Life American Century, Natixis & PGIM We'd love you to join us for a wine tasting experience. Cheers! For more information: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Workplace Benefits, Health & Wellness: Five Things to Know About Medicare Date: Tuesday, May 27, 2025 Time: 2:00 PM - 3:00 PM PDT Location: The Florence Douglas Center, 333 Amador Street, Vallejo, CA 94590 Join this event online Presented By: Mark A. Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark A. Porter, CRPC®, APMA™ During this complimentary seminar, we will be addressing Medicare enrollment details and deadlines, along with considerations for managing health care options and costs in retirement. For more information: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Investment products are not insuredby the FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicarequestions and decisions. Investment advisory products andservices are made available through Ameriprise Financial Services, LLC, aregistered investment adviser. Ameriprise Financial Services ,LLC. Member FINRAand SIPC. 7832692ACMR0425© 2025 Ameriprise Financial, Inc. All rights reserved.
Financial foundation: A guide to managing your money Date: Tuesday, March 25, 2025 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director of Porter, Ritchie & Associates - Ameriprise Financial Services, LLC Hosted By: Mark Anthony Porter, CRPC®, APMA™ Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Tuesday, February 25, 2025 Time: 2:00 PM - 3:00 PM PST Location: Florence Douglas Senior Center, 333 Amador St., Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director of Porter, Ritchie & Associates - Ameriprise Financial Services, LLC Hosted By: Mark Anthony Porter, CRPC®, APMA™ During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Family Love Letter: How Every Family Can Prepare Date: Thursday, September 12, 2024 Time: 12:00 PM - 2:00 PM PDT Location: Dartealing Lounge, 470 3rd St, San Francisco, CA 94704 Presented By: Joe Yastrub, Senior Vice President - Neuberger Berman Hosted By: John Wade Sponsored By: Neuberger Berman We will be discussing estate planning and how we can prepare for it. This is an informational seminar. There is no cost or obligation. Neuberger Berman 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.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services ,LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
August Market Perspecives Date: Thursday, August 29, 2024 Time: 6:30 PM - 8:30 PM PDT Location: Cornerston, 2367 Shattuck Ave, Berkeley, CA 94704 Presented By: Brian Nash, Vice President | Regional Director - Goldman Sachs Hosted By: John Wade Sponsored By: Goldman Sachs You and Yours are Invited to Attend a Special Event! We will be discussing the market outlook over dinner. Dinner served at Cornerstone. This is an informational seminar. There is no cost or obligation. Goldman Sachs 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.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services ,LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Leveraging All Technology Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director | Digital Marketing - Ameriprise Financial Services, LLC Hosted By: James A. Frisone In August, we will have Will Chase, a Senior Director for Ameriprise presenting on Leveraging all technology available to you at Ameriprise. This event is at 4:00pm PT and will max out at 1,000guests. Below is an email template you can use with your clients/prospects to invite them to this great event! Demonstrating how we can work together more effectively, online. Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee. Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app. Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online. Goals and progress Secure message center Account overview Statements and documents E-Signature Text and email alerts Ameriprise app This is an informational seminar. There is no cost or obligation. Not FDIC Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.