WEBINAR: Retain Your Brain; How To Age-Proof Your Most Valuable Asset 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 - Hartford Funds Hosted By: Jamie Frisone CFP®, CHFC®, CRPC®, AWMA® Regional Vice President with Ameriprise Financial Sponsored By: Hartford Funds What you’ll learn: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain A workbook will be available for distribution following our event. This is an informational seminar. There is no cost or obligation. Hartford Funds and its representatives are not affiliated with Ameriprise Financial Inc. Investment products, including shares of mutual funds, 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, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6595515ACMR0524
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 - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® , Regional Vice President with Ameriprise Financial 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 Investmentsis an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. MemberFINRA andSIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6511283ACMR0424
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 Ste 100, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: Dianne Lynch, Vice President Sponsored By: Nuveen and Fidelity Taking full advantage of tax certainty while planning for changes to come. This is an informational seminar. There is no cost or obligation | Nuveen and Fidelity its representatives 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. | Ameriprise Financial Services,LLC. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6280967ACMR0124
Leveraging all technology available to you at Ameriprise Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director - Ameriprise Financial Services, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC Duringthis virtual seminar you will learn about the following: 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. Goals and progress Secure message center Account overview Statements and documents E-Signature Text and email alerts Ameriprise app This is an informational seminar.There is no cost or obligation. Not FDIC Insured|No FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc.All rights reserved. 6373079ACMR0224
Lessons of Wealth Transfer Date: Wednesday, February 21, 2024 Time: 6:00 PM - 7:00 PM PST Location: Fiorillo's, 638 El Camino Real, Santa Clara, CA 95050 Presented By: Ben Rizzuto, Wealth Strategist - Janus Henderon Investors Hosted By: Dianne Lynch, Vice President Sponsored By: Janus Henderson Investors Your legacy or wealth transfer plan isboth financial and non-financial and requires a lot of thought, discussion andconsideration. This seminar helps clients in building successful wealthtransfer strategies by highlighting well-known estate battles. While you might not think you have much in common with King Lear, Tony Soprano or other celebrities, we’ll see how the issues associated with their estates provide important lessons for families whatever their level of wealth. Topics include:•Utilizing a document location system•Rationalizing amounts, timing, and structures•Managing estate taxes•Appointing the right agents, executors, and trustee•Preparing and educating heirs Thisis an informational seminar. There is no cost or obligation.Sponsored by Janus Henderson Investors. Janus Henderson and investors and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations or, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuationin value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6306441ACMR0224