Upcoming Events

There are no upcoming events. Please check back for updates.

Past Events

Social Security & Medicare - Get Whats Yours

Kevin Hansen, CFP®, CRPC®, Director of Retirement Solutions - Principal Global Investors, LLC

Walnut Creek Branch Advisors

Family Love Letter - How Every Family Can Prepare

Dan Hart, Vice President, Advisor Consultant - Neuberger Berman

David L Shackelford, CFP®, CRPC®, Branch Manager

The presentation will focus on these areas:

  • What is the “Family Love Letter”?
  • How did it get started?
  • Why is it important to you?

This seminar is sponsored by Neuberger Berman.

Neuberger Berman and its representatives are notaffiliated with Ameriprise Financial.

Michael Hall & Dan Hall, ofHall, Bishop & Hall, LLP are not affiliated with Ameriprise Financial.

AmeripriseFinancial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

Economic and Market Outlook

Russell Price, CFA®, Chief Economist - Ameriprise Financial Services, Inc.

David L Shackelford, CFP®, CRPC®

During this complimentary seminar, we will discuss:

  • Two ways of looking at the economy

  • Market conditions
  • Investment implications

Ameriprise Financial Services, Inc.

Investment products are not federally or FDIC-insured, 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, Inc. Member FINRA and SIPC.

© 2019Ameriprise Financial Inc. All rights reserved.

Market and Economic Perspectives - Balancing Act

Brian Nash, Vice President - Goldman Sachs

David Shackelford, CFP®, CRPC®

The presentation willfocus on these areas:

  • The relationship between policiesand market performance
  • Current economic outlook
  • Market trends and forecasts

Goldman Sachs

This is an informationalseminar. There is no cost or obligation. Goldman Sachs and its representatives are notaffiliated with Ameriprise Financial.

Identity Theft - Protecting your data and dollars

Mattt Beck, Vice President - American Century Investments

David L Shackelford, CFP®, CRPC®

This complimentarypresentation will cover:

  • The most common types of identitytheft and how thieves may obtain your personal data
  • The multiple ways we are at riskevery day and how we can protect ourselves and others we care about
  • What to do if you become a victimof identity theft and the critical resources and information you need to takeaction and minimize damage

American Century Investments

This seminar is sponsored by American Century.

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

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