August Virtual Event - Are you leveraging all the technology with Will Chase Date: Tuesday, August 20, 2024 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Will Chase, Senior Director of Digital Marketing - Ameriprise Financial Services, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President Ameriprise Financial Services, LLC In August, we will have Will Chase, a SeniorDirector for Ameriprise presenting on Leveraging all technology available toyou at Ameriprise. This event is at 4:00pm PT and will max out at 1,000guests. Below is an email template you can use with your clients/prospects toinvite them to this great event! Demonstrating how we can work together more effectively, online. Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee. Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app. Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online. Goals and progress Secure message center Account overview Statements and documents E-Signature Text and email alerts Ameriprise app
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.