How to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® , Regional Vice President with Ameriprise Financial Know what scams look like and what red flags to look out for Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams Resources available to you as an Ameriprise client This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investmentsis an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. MemberFINRA andSIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6511283ACMR0424
The Tax Calm Before the Storm Date: Thursday, March 28, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Maggiano's Little Italy, 3055 Olin Ave Ste 100, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: Bradley Noval Sponsored By: Nuveen and Fidelity Taking full advantage of tax certainty while planning for changes to come. This is an informational seminar. There is no cost or obligation | Nuveen and Fidelity 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. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6280967ACMR0124
Leveraging all technology available to you at Ameriprise Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director - Ameriprise Financial Services, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC 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. o Goals and progress o Secure message center o Account overview o Statements and documents o E-Signature o Text and email alerts o 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. 6373079ACMR0224
Lessons of Wealth Transfer Date: Wednesday, February 21, 2024 Time: 6:00 PM - 7:00 PM PST Location: Fiorillo's, 638 El Camino Real, Santa Clara, CA 95050 Presented By: Ben Rizzuto, Wealth Strategist - Janus Henderon Investors Hosted By: Brad Noval Sponsored By: Janus Henderson Your legacy or wealth transfer plan isboth financial and non-financial and requires a lot of thought, discussion andconsideration. This seminar helps clients in building successful wealthtransfer strategies by highlighting well-known estate battles. While you might not think you have much in common with King Lear, Tony Soprano or other celebrities, we’ll see how the issues associated with their estates provide important lessons for families whatever their level of wealth. Topics include:•Utilizing a document location system•Rationalizing amounts, timing, and structures•Managing estate taxes•Appointing the right agents, executors, and trustee•Preparing and educating heirs Thisis an informational seminar. There is no cost or obligation.Sponsored by Janus Henderson Investors. Janus Henderson and investors and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations or, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6306441ACMR0224
Economic & Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, Chief Economist with Ameriprise Financial - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP®, CRPC®, ChFC®, AWMA®, Regional Vice President with Ameriprise Financial Services, LLC Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many othernational media outlets. Notably, he has been repeatedly cited by BloombergFinancial as a “Bloomberg Best” for being one of the most accurate economicforecasters 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.