Ameriprise Financial Presents - Family Wealth Education: From Theory to Practice Date: Tuesday, September 19, 2023 Time: 6:00 PM - 8:00 PM PDT Location: Fiorillo’s Restaurant, 638 El Camino Real, Santa Clara, CA 95050 Join this event online Presented By: James A. Bergeron JD, Managing Director, Advisor Education - Nuveen Hosted By: Bradley Noval Sponsored By: Ameriprise Financial Join us in person or virtually for an estate planning and family wealth education informational seminar! This is an informational seminar. There is no cost or obligation. Sponsored by Nuveen and American Century. Nuveen, American Century 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 or, 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.
Are you leveraging all the technology available to you at Ameriprise? Date: Tuesday, August 22, 2023 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Bradley Noval Sponsored By: Ameriprise Financial We would like to invite you to join us for a timely virtual seminar about Ameriprise technology. Are you leveraging all the technology available to you at Ameriprise? During this virtual seminar you will learn about the following: 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 FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2022 Ameriprise Financial, Inc. All rights reserved.
A Night at the Ballpark! Date: Thursday, June 29, 2023 Time: 6:00 PM - 9:00 PM PDT Location: San Jose Municipal Stadium, 588 East Alma Avenue, San Jose, CA 95112 Hosted By: Brad Noval Sponsored By: PGIM, Columbia, First Eagle Join us at a San Jose Giants Baseball Game Start Time: 6:00pm Food & Drinks at the Martinelli’s VIP DeckGame Starts at 6:30pm Thereis no cost or obligation to attend. Sponsored by PGIM, Columbia, JPMorgan and First Eagle. PGIM, Columbia, JPMorgan, First Eagle and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved.
Virtual Event on Meditation for High Performance Date: Tuesday, June 20, 2023 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Pema Sherpa, Mindfulness Teacher & Researcher, Consultant Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial Sponsored By: Columbia Threadneedle Investments What you’ll learn: •How Meditation can boost Performance •How to Meditate for Success •How to Turn Meditation into an Enduring Habit What you'll get: •Meditation 101: Beginner’s Meditation Guidebook 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. MemberFINRA andSIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Topgolf & Responsible Investing: Aligning your financial goals with your values Date: Thursday, May 18, 2023 Time: 12:00 PM - 2:30 PM PDT Location: Top Golf, 10 Topgolf Drive, San Jose, CA 95002 Presented By: Andrew Olig, Senior Responsible Investment Specialist - Eaton Vance Hosted By: Bradley Noval Sponsored By: Ameriprise Financial During this complimentary session, we’ll discuss: · Why Responsible Investing matters · Trends in Responsible Investing · A unique approach to Responsible Investing Please plan to attend the seminar where lunch and golfing will be provided. This is an informational seminar. There is no cost or obligation. Eaton Vance 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.