Past events

How to Protect Yourself and Your Loved Ones from Fraud

PDT

Join this event online

Thor Nelson, VP-Compliance

James A. Frisone III CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial

During this virtual seminar you will learn about the following:

  • 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
To reserve a spot: call us at 858.535.1331 or email us at ricardo.romero@ampf.com

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

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Are You Leveraging All the Technology Available to You at Ameriprise?

PDT

You must RSVP to receive access credentials for this event or seminar

James A. Frisone III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President

Ameriprise Financial

Learn more about the following:

1. Get "on- the- go" access

2. Message Center

3. Statements & Documents

4. Total View

5. Using E-Signature

6. Personalize Your Accounts

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.

Economic and Market Outlook

PST

Join this event online

Russell T. Price, Chief Economist

Jamie Frisone CFP®, CRPC®, ChFC®, AWMA®, Regional Vice President

Ameriprise Financial Services, LLC

Market Update

Virtual Cooking with Food Coach, Shelley Loving

PDT

Join this event online

Shelley Loving , Food coach

Jamie Frisone CFP®,CRPC®, CHFC®,AWMA® , Regional Vice President with Ameriprise Financial

Putnam Investments

During this virtual seminar you will learn about how to put a healthy twist on some holiday side dishes. Recipes will be available for distribution following our event.