Past events

Economic and Market Outlook

  • Russell T. Price, CFA®, Chief Economist with Ameriprise Financial
  • Jamie Frisone, CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

Russell is frequently quoted in following publications as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets.

Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June2021, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015.

This is an informational event. There is no cost or obligation.

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.

Designing Your Money Mindset

  • Jeff Teare, Vice President - First Trust
  • Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial
  • Jeff Teare - First Trust

We are excited to host Jeffrey Teare, Vice President with First Trust, to present Designing Your Money Mindset. This presentation delivers a set of tools and skills to ensure you're prioritizing financial wellness and goals-driven planning to build, share and preserve your wealth for generations to come.

This event will be both in person and online through WebEx. If you have friends or family that are interested in this event, please mark your calendar for Thursday, November 18th, 2021 at 5PM Pacific.

This is an informational seminar. There is no cost or obligation | First Trust and its representatives are not affiliated with Ameriprise Financial | Johnny Ng CA Insurance #0C77238 | Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, LLC. All rights reserved.3900224ACMR1121

Foci Family Fun Day!

  • Foci Wealth Management: a private wealth advisory practice of Ameriprise Financial Service, LLC
  • Sponsored by Invesco

We will be gathering for a picnic at Ardenwood Historic Farm in Fremont CA. Ardenwood Farm has a small working train, beautiful grounds, and farm animals for the whole family to enjoy. We will also provide food and good company

Invesco and their representatives are not affiliated with Ameriprise Financial Services LLC

Market & Economic Perspectives - Vaccine Shaped, Policy Fueled

  • Brian Nash, Vice President & Regional Director - Goldman Sachs
  • Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial
  • Brian Nash - Goldman Sachs

We are excited to host Brian Nash, Regional Director & Vice President at Goldman Sachs, to present on Market & Economic Perspectives. Brian will discuss various topics pertaining to how the vaccine and different policies may drive global economic and market normalization.

This is an informational seminar. There is no cost or obligation |Goldman Sachs and its representatives are not affiliated with Ameriprise Financial | Investment products 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. © 2021Ameriprise Financial, LLC. All rights reserved. 3786728ACMR0921

Market & Economic Perspectives - Vaccine Shaped, Policy Fueled

  • Brian Nash, Vice President & Regional Director - Goldman Sachs
  • David Shackleford, Branch Manager, CFP®, CRPC®
  • Brian Nash - Goldman Sachs

We are excited to host Brian Nash, Regional Director & Vice President at Goldman Sachs, to present on Market & Economic Perspectives. Brian will discuss various topics pertaining to how the vaccine and different policies may drive global economic and market normalization.

This is an informational seminar. There is no cost or obligation. Goldman Sachs and its representatives are not affiliated with Ameriprise Financial. Investment products 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 principle and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC©. 2021 Ameriprise Financial, LLC. All rights reserved. 3786728ACMR0921