Upcoming events

How to Navigate Volatile Markets (Seminar with Lunch)

PDT

Gumba's Italian Restaurant, 176 S Murphy Ave, Sunnyvale, CA 94086

Patrick Burke, Associate Financial Advisor

Adage Advisory

Market ups and downs are an inevitable part of investing, but having the right perspective and strategy can make all the difference. Join us for a complimentary educational seminar over lunch designed to help investors better understand market volatility and how it can impact long‑term financial goals.

During this session, we’ll cover:

  • What market volatility is and why it happens
  • Common economic and market factors that drive market swings
  • The potential impact of volatility on your portfolio
  • Practical approaches to staying disciplined and focused during uncertain times

This is an informative, no‑pressure event intended to provide clarity and context around today’s market environment.

Lunch and coffee included, spots are limited!

To reserve a spot: call us at 408.287.6500 or email us at adage.advisory@ampf.com
RSVP Online

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

8852816ACMR0426

Past events

Financial Planning: A Personal Guide (Webinar)

PST

Join this event online

Brett Jennings, Financial Advisor

Raegen, Parker and Associates

Start the new year with a clear financial roadmap. This session is perfect for those new to financial planning or looking to build on their current foundation. We'll cover practical steps for budgeting, investing, and setting long-term goals to help you feel more confident about your financial future.

Register Here

These are informational seminars. 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.

Always consult a Medicare agent regarding your specific Medicare questions and decisions.

Hartford Funds and its representatives are not affiliated with Ameriprise Financial, Inc.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

8415057ACMR1025

Smart Strategies for College Financing (Webinar)

PDT

Join this event online

Brett Jennings, Financial Advisor

Raegen, Parker and Associates

Back-to-school season is the perfect time to start—or revisit—college planning goals. Whether you’re actively planning for college or know someone who could use guidance, we invite you to join us for an informational webinar covering the following topics:

  • Setting a college savings goal
  • Savings options
  • Financial aid
  • Handling student debt

Register Here

We hope to see you join and learn with us!

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.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

8140990ACMR0725