Wine Tasting: 7 Things No One Tells You About Retirement Date: Thursday, July 25, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave NE, Bellevue, WA 98004 Presented By: Dhamandeep Judge, Regional Advisor Consultant with Columbia Threadneedle Investments Hosted By: Legacy 29 Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Wine Tasting with Fielding Hills of Chelan, WAHeavy Appetizers Provided! This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products are not insured by 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. ©2024 Ameriprise Financial, Inc. All rights reserved. 6741307ACMR0724
3rd Annual Kick-off Summer BBQ Date: Thursday, June 20, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Meadowbrook Farm, 1711 Boalch Ave NW, North Bend, WA 98045 Presented By: Jeffrey Mitchell, Associate Manager with Ameriprise Financial Hosted By: Legacy 29 Wealth Advisors Sponsored By: Dhamandeep Judge with Columbia Threadneedle, Alex Runck with Goldman Sachs, Ross Rutman with PGIM and Max Hart with John Hancock Dick's food truck Dinner & Beverages provided This is an informational seminar. There is no cost or obligation. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits 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. ©2024 Ameriprise Financial, Inc. All rights reserved. 6605238ACMR0524
Mother's Day Paint & Sip Date: Thursday, May 9, 2024 Time: 7:00 PM - 9:00 PM PDT Location: Pearl & Stone Wine Co, 201 Main Ave. N, North Bend, WA 98045 Presented By: Jeffrey C. Mitchell, CRPC™, APMA™, Associate Manager Hosted By: Legacy 29 Wealth Advisors Knowledge is power- financial strategies for women This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any deferral agency, are not deposits of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 6526745ACMR0424
Virtual Event on How to Protect Yourself and your Loved Ones from Fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP- Compliance Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial What you’ll learn: •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 This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP, CRPC, CHFC, AWMA, Regional Vice President 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.