April Virtual Event-how to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial In April, we will have we will have Thor Nelson, VP-Compliance, presenting on how to protect yourself and your loved ones from fraud. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event! What you’ll learn: 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 Investments is an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Charity Poker Luncheon & Capital Markets Insights Oct 2023 Date: Saturday, January 20, 2024 Time: 12:30 PM - 4:15 PM PST Location: Milpitas Community Center, 457 E Calaveras Blvd, Milpitas, CA 95035 Presented By: Grant Martin, Senior Regional Consultant - MFS Hosted By: Dan Chang, CFP®, Private Wealth Advisor, Managing Director with Ameriprise Financial Sponsored By: MFS, Fidelity, and Delaware Investments Join us for a special afternoon with Capital Markets Insights, presented by Grant Martin, Senior Regional Consultant with MFS, followed by games of poker and blackjack! Horsd'oeuvres and non-alcoholic drinks will be served throughout the event. You’ll also learn about the nonprofit Family Supportive Housing and the work they are doing in our community. *There will be NO cash involved in the poker nor the blackjack games* This is an informational event. There is no cost or obligation. Sponsored by MFS, Fidelity, and Delaware Investments. MFS, Fidelity, Delaware Investments, Family Supportive Housing and their representatives are not affiliate 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial Inc. All rights reserved.
A Night at the Ballpark! Date: Thursday, June 29, 2023 Time: 6:00 PM - 10:00 PM PDT Location: San Jose Municipal Stadium, 588 East Alma Avenue, San Jose, CA 95112 Hosted By: Ameriprise Financial Sponsored By: PGIM, Columbia, JPMorgan, First Eagle Join us at a San Jose Giants Baseball Game Thereis no cost or obligation to attend. Sponsored by PGIM, Columbia, JPMorgan and First Eagle. PGIM,Columbia, JPMorgan, First Eagle and their representatives are not affiliatedwith Ameriprise Financial. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved. 5678138ACMR0523