Upcoming events

From SIMPLE to Sophisticated: Small Business Retirement Plans

PDT

Florence Douglas Senior Center, 333 Amador St., Vallejo, CA 94590

Join this event online

Mark Anthony Porter, CRPC®, Private Wealth Advisor| Managing Director - Ameriprise Financial Services, LLC

Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:
  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you
To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com
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.

A guide to teaching financial responsibility

PDT

Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590

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Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC

Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:
  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family
To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com

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.

Four Trending Investment Topics

PDT

Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590

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Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC

Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC

It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities.

To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com
This is an informational seminar. There is no cost or obligation.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved."

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

PDT

Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590

Join this event online

Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC

Porter, Ritchie & Associates. 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. We'll also help you understand the resources available to you as an Ameriprise client.

    To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com
    This is an informational seminar. There is no cost or obligation.
    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.
    Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2023 Ameriprise Financial, Inc. All rights reserved.

    Planning for the future: An approach for your whole family

    PDT

    Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94950

    Join this event online

    Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC

    Porter, Ritchie & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

    When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
    - Help you consider what leaving a legacy means
    - Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
    - Highlight how an advisor can help you work through important financial issues with your family and loves ones
    To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com
    This is an informational seminar. There is no cost or obligation.
    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.
    Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2023 Ameriprise Financial, Inc. All rights reserved.

    Paying for College: Financial Steps to Consider

    PDT

    Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590

    Join this event online

    Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC

    Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC

    The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.
    To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com
    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.

    Balancing life today and dreams for tomorrow

    PDT

    Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590

    Join this event online

    Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC

    Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC

    Are you able to live well today and still save for tomorrow? During this complimentary session, you’ll learn ways to balance smart decisions about today with planning for tomorrow. Learn how to plot your journey to retirement into doable steps so it’s manageable, while creating a meaningful legacy today.
    To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com

    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.

    Past events

    An Economic and Market Outlook

    PST

    Join this event online

    Russell T. Price, Chief Economist - Ameriprise Financial Services, LLC

    Jamie Frisone

    Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets. Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2023, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015.

    Hosted by: Ameriprise Financial Services, LLC

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

    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.

    Ameriprise Financial Services, LLC. Member FINRA and SIPC.

    © 2023 Ameriprise Financial, Inc. All rights reserved. 6150088ACMR1223

    You Have Been Invited to a Special Event: Bobby Dazzler's Halloween Pumpkin Patch

    PDT

    Bobby Dazzler's Halloween Pumpkin Patch, 23300 Country Road, 99D, Woodland, CA 95695

    Mark A. Porter

    Ameriprise Financial Services, LLC

    Bobby Dazzler Farms

    This is an entertainment event. There is no cost or obligation. 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. |The Ameriprise office is located at 44 Montgomery St. Ste 3100, San Francisco, CA 94104 | Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved

    Join us for a golf tournament

    PDT

    Blue Rock Springs Golf Club, 655 Columbus Pkwy, Vallejo, CA 94591

    John Wade - Complex Director

    Amundi, American Century, Franklin Templeton, and Nuveen

    Please join us for this unique opportunity to experience this golf event as a spectator.

    Meditation for High Performance

    PDT

    Join this event online

    Pema Sherpa, Mindfulness Teacher & Researcher, Consultant

    John Wade Complex Director

    Columbia Threadneedle Investments

    In June, we will have Pema Sherpa , Mindfulness Teacher & Researcher, Consultant. This event is at 4:00pm PT.

    What you’ll learn:

    • How Meditation can boost Performance

    • How to Meditate for Success

    • How to Turn Meditation into an Enduring Habit

    This is an informational seminar. There is no cost or obligation. Pema Sherpa is not affiliated with Ameriprise Financial. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.