Upcoming events

529 Day: Smart Strategies for College Financing (Webinar)

PDT

Join this event online

Patrick Burke, Associate Financial Advisor

Adage Advisory

College planning can feel complex, especially as education costs continue to rise. Join us on National 529 Day for a virtual educational webinar, Smart Strategies for College Financing, led by Patrick Burke, Associate Financial Advisor with Adage Advisory.

This session will walk through how families can approach planning for college expenses and the financial strategies that can support those goals. Whether you’re early in the planning process or simply looking to better understand your options, this webinar is designed to provide clear, practical insights.

Topics include:

  • Setting a college savings goal
  • Savings options, including 529 plans
  • Financial aid and scholarships
  • Handling student debt

This event is open to everyone and may be shared with friends or family who may find it helpful.

Register Here

For more information: email us at adage.advisory@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 guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value.

Securities offered by Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

8845424ACMR0426

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

St. Patrick's Day Celebration

PDT

Our Santa Cruz Office, 125 Water St, Suite A-3, Santa Cruz, CA 95060

Adage Advisory

Join us at our Santa Cruz office for a St. Patty's Day celebration full of snacks, drinks, and great company. It'll be a festive evening where you'll get to meet new people and chat with the Adage team. Feel free to stop by anytime during the event or stay a while to hang out.

There is no cost or obligation

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

Giving with a Purpose (Webinar)

PST

Join this event online

Brett Jennings, Financial Advisor

Raegen, Parker and Associates

As the holiday season approaches, many people consider ways to give back. This webinar focuses on charitable giving to eligible organizations and how thoughtful planning can support causes you care about while offering potential tax advantages. Join us to learn how to make your giving more intentional and impactful.

Register Here

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.

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

Art on The Alameda presents - Art & Hors D'oeuvres

PDT

1905 The Alameda, San Jose, CA 95126

Jeffrey Raegen, Chad Parker, Dinesh Sawal, and Albert Hsia

Join us for an evening of breathtaking artwork and hors d'oeuvres.

Plenty of Space: Whole Alone and Together - Art by Sonya Kleshik

Much of the work in this exhibition came in layers and in series. Sonya creates each series at the same time. Each piece is a standalone work of art, but it also has a “family’”– other pieces with similar color scheme, forms and elements. Then each family or series in turn has its place in the larger community of series and in the bigger space in which all of her work lives.

Hosted by:

Jeffrey T. Raegen, CFP®, CRPC®, Private Wealth Advisor || Chad J. Parker, CFP®, Financial Advisor || Lesley LeMessurier, Associate Financial Advisor || Raegen, Parker and Associates; A private wealth advisory practice of Ameriprise Financial Services, Inc. || Dinesh K. Sawal, MBA, Private Wealth Advisor || Albert Hsia, Financial Advisor

There is no cost or obligation for this event.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

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© 2019 Ameriprise Financial, Inc. All rights reserved.