Upcoming events

Past events

How to protect yourself and your loved ones from fraud

PDT

Join this event online

Thor Nelson, VP-Compliance

David Farkouh, Financial Advisor

  • Know what scams look like and what red flags to look out for
  • Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent
  • Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams
  • Resources available to you as an Ameriprise client

The Tax Calm Before the Storm

PDT

Maggiano’s Little Italy, 3055 Olin Ave, San Jose, CA 95128

James Bergeron, Advisor Education Consultant Nuveen

David Farkouh, Financial Advisor

Nuveen and Fidelity

Taking full advantage of tax certainty while planningfor changes to come

Leveraging all technology available to you at Ameriprise

PDT

Join this event online

Will Chase, Senior Director - Ameriprise

David Farkouh

  • 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.

Economic and Market Outlook

PST

Join this event online

Russell T. Price, CFA® Chief Economist - Ameriprise Financial

David Farkouh, Financial Advisor

Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Price holds bachelor’s degree in economics from East Stroudsburg University, and an MBA in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA) designation.

Movie Night

PST

AMC Saratoga, 700 El Paseo de Saratoga , San Jose, CA 95130

David Farkouh, financial advisor

private screening of Aquaman and the Lost Kingdom

There is no cost orobligation. Refreshments are not included.

Sponsored by First Eagle.First Eagle and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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