Whiskey VS. Whisky Tasting Event Date: Friday, March 27, 2026 Time: 5:00 PM - 8:00 PM PDT Location: Ameriprise Financial, 41923 2nd Street, Suite 403, Temecula, CA 92590 Hosted By: Danny Bonafede, Branch Manager/Financial Advisor & Michael Cruz, Financial Advisor/ VP Sponsored By: Columbia Threadneedle Investments Join us for a curated side-by-side tasting comparing American Whiskey and Scottish Whiskey, with guided notes and networking. To reserve a spot: call us at 951.326.2558 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. Columbia Threadneedle Investments is affiliated with Ameriprise Financial. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8797240ACMR0326
Market & Economic Update Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell Price , Chartered Financial Analyst® (CFA) - Ameriprise Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. Thisis an informational seminar. There is no cost or obligation. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
Market Outlook Date: Thursday, October 23, 2025 Time: 1:00 PM - 3:00 PM PDT Location: Two Travelers Wine Bar & Merchant, 41911 5th Street, Temecula, CA 92590 Presented By: John Leonard, Executive Director, Client Advisor - JP Morgan Hosted By: Danny Bonafede, Branch Manager/Financial Advisor Please join us for an insightful 2025 Mid Year Outlook event! We’ll explore key trends and what’s ahead. Enjoy delicious food and drinks while connecting with others in a relaxed, welcoming atmosphere. This is an informational seminar. There is no cost or obligation. Sponsored by JP Morgan. This sponsor 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® Sponsored By: Ameriprise Financial Services, LLC We would like to invite you to join us for a timely virtual seminar about Understanding Medicare from A to D. During this virtual seminar you will learn about the following: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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.©2025 Ameriprise Financial, Inc. All rights reserved 8387998ACMR0925
Bourbon Tasting Event Date: Thursday, October 16, 2025 Time: 5:00 PM - 7:00 PM PDT Location: Ameriprise Financial, 41923 2nd Street, Suite 403, Temecula, CA 92590 Presented By: Danny Bonafede, Branch Manager - Ameriprise Hosted By: Danny Bonafede, Branch Manager/Financial Advisor Come join us for a relaxed evening of great conversation, delicious food, and smooth bourbon! It's a perfect chance to connect with others in our area, make new friends, and unwind in good company. Whether you're a bourbon enthusiast or just looking to meet some friendly faces, we’d love to see you there!