Past events

Social Security: Preparing for Retirement

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc.

James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®

MFS Fund Distributors, Inc.

Social Security: Preparing for Retirement

If you know of any friends that could benefit from learning more about Social Security, please forward the invitation

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

MFS Fund Distributors, Inc. 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.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. Allrights reserved.

7700666ACMR0325

Artificial Intelligence: future, or hype?

PST

Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125

Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group

Ameriprise Financial San Jose Branch

Franklin Templeton

Ameriprise Financial Services, LLC, presents:

“Artificial Intelligence: future, or hype?”

This is an informationalseminar. There is no cost or obligation.

This event is sponsored by: Franklin Templeton. These sponsors and 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.

The Road Ahead: Navigating inflation, rising rates, and volatility

PST

Maggiano's Little Italy, 3055 Olin Ave., Ste. 1000, San Jose, CA 95128

Join this event online

Jacob Krejci, Vice President - First Trust

Cherene Wong, Financial Advisor

First Trust

During this complimentary session we’ll discuss the current state of the economy, positioning for inflation, rising rates and volatility and how to maintain a long-term perspective in volatile times.

Cherene Wong, CA insurance #0D54659

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

First Trust 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.