Upcoming events

Golf Event

PDT

Journey Golf Course at Pechanga , 45000 Pechanga Parkway, Temecula, CA 92592

Danny Bonafede, Branch Manager/Financial Advisor

PGIM Investments and New York Life Investment Management

Swing By!

Join us for a relaxed and enjoyable day on the greens, complete with a friendly putting activity and complimentary hors d’oeuvres at Journey Golf Course!

To reserve a spot: call us at 951.326.2558 or email us at mariya.stepanova@ampf.com

There is no cost or obligation.

PGIM Investments and New York Lifeare not affiliated with Ameriprise Financial. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial,Inc. All rights reserved. 8825484ACMR0326

Virtual Estate Planning

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed•Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy
For more information: email us at PacDesertRegion@ampf.com

This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of 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.

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.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life

InsuranceCo. of New York, Albany, New York. Affiliated with Ameriprise FinancialServices, LLC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8810030ACMR0326

Past events

Whiskey VS. Whisky Tasting Event

PDT

Ameriprise Financial, 41923 2nd Street, Suite 403, Temecula, CA 92590

Danny Bonafede, Branch Manager/Financial Advisor & Michael Cruz, Financial Advisor/ VP

Columbia Threadneedle Investments

Join us for a curated side-by-side tasting comparing American Whiskey and Scottish Whiskey, with guided notes and networking.

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

PST

Join this event online

Russell Price , Chartered Financial Analyst® (CFA) - Ameriprise

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

PDT

Two Travelers Wine Bar & Merchant, 41911 5th Street, Temecula, CA 92590

John Leonard, Executive Director, Client Advisor - JP Morgan

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

PDT

Join this event online

Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

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

PDT

Ameriprise Financial, 41923 2nd Street, Suite 403, Temecula, CA 92590

Danny Bonafede, Branch Manager - Ameriprise

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!