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
Responsible Investing: Aligning your financial goals with your values Date: Thursday, May 18, 2023 Time: 12:00 PM - 2:30 PM PDT Location: Topgolf, 10 Topgolf Drive, San Jose, CA 95002 Presented By: Andrew Olig, Senior Responsible Investment Specialist - Eaton Vance Hosted By: Dan Chang, CFP, Private Wealth Advisor, Managing Director Sponsored By: Eaton Vance During this complimentary session at Topgolf in San Jose, we’ll discuss: · Why Responsible Investing matters · Trends in Responsible Investing · A unique approach to Responsible Investing Dan Chang, CA insurance #0684538 This is an informational seminar. There is no cost or obligation. Eaton Vance 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