Upcoming events

How to Stay Safe from Identity Theft and Cybercrime

PDT

Join this event online

Jeff Lanza, Retired FBI Agent, Keynote Speaker

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President

Macquarie Asset Management

Virtual seminar on the following topics:

  • The impact of technology
  • Understanding the threats
  • Protecting you and your family
  • Accountability and support
To reserve a spot: call us at 949.863.9400

This is an informational event. There is no cost or obligation. Jeff Lanza and Macquarie Asset Management 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. © 2026 Ameriprise Financial, Inc. All rights reserved. 8913674ACMR0526

How to Stay Safe from Identity Theft and Cybercrime

PDT

Join this event online

Jeff Lanza, Retired FBI Agent, Keynote Speaker

Jamie Frisone,

Macquarie Asset Management

In June, we will haveJeff Lanza, Retired FBI Agent, KeynoteSpeaker, presenting on How to Stay Safe from Identity Theft and Cybercrime.This event is at 4:00pm PT and will max out at 1,000 guests. Below is an emailtemplate you can use with your clients/prospects to invite them to this greatevent!

What you’ll learn:

  • The impact of technology
  • Understanding the threats
  • Protecting you and your family

Accountability and support

For more information: call us at 702.254.1263

This is an informational event. There isno cost or obligation.

Jeff Lanza and Macquarie Asset Managment arenot affiliated with Ameriprise Financial.

Investment products are not insuredby the FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. Allrights reserved. 8913674ACMR0526

Past events

Market and Economic Update

PST

Join this event online

Russell Price, Chartered Financial Analyst - Ameriprise Financial

Michael Swinehart

Russell Price

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
This is an informational seminar. There is no cost or obligation.
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.
©2026 Ameriprise Financial, Inc. All rights reserved.