Six Barriers to Investment Success: Uncovering your behavioral biases Date: Tuesday, June 11, 2024 Time: 12:00 PM - 2:30 PM PDT Location: Topgolf , 10 Topgolf Dr, San Jose, CA 95002 Presented By: J.B. Walker, Vice President - Franklin Templeton Hosted By: Ameriprise Financial, San Jose Branch Sponsored By: Franklin Templeton During this complimentary session, you’ll learn: · Six biases from the field of behavioral finance · How these biases affect decision-making ability · The impact they can have on investment portfolios This is an informational seminar. There is no cost or obligation. Sponsored by Franklin Templeton. Franklin Templeton and its representativesare not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations or, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, LLC. All rightsreserved. 6610458ACMR0524
Retain Your Brain Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Brian Briggs, Managing Director Applied Insights at Hartford Funds Hosted By: David Farkouh, Financial Advisor What you’ll learn: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain
How to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: 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 Date: Thursday, March 28, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Maggiano’s Little Italy, 3055 Olin Ave, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant Nuveen Hosted By: David Farkouh, Financial Advisor Sponsored By: Nuveen and Fidelity Taking full advantage of tax certainty while planningfor changes to come
Leveraging all technology available to you at Ameriprise Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Will Chase, Senior Director - Ameriprise Hosted By: 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.