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
Estate Planning Dinner Event Date: Thursday, April 11, 2024 Time: 6:00 PM - 8:00 PM MST Location: Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234 Presented By: Jeffrey R. Brooks, JD , Senior Wealth Strategist with the Specialist Consulting Group - Janus Henderson Investors Hosted By: Gilbert Financial Advisors “King Lear, ‘Tony Soprano,’ and the Lessons of Successful Wealth Transfer”
Are you leveraging all the 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: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: Gilbert Financial Advisors Learn more about the following: Get “on-the-go” access Message Center Statements & Documents Total View Using e-Signature Personalize your Accounts
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 5:00 PM - 6:00 PM MST Join this event online Presented By: Russell T. Price, CFA® , Chief Economist with Ameriprise Financial Hosted By: Jamie Frisone CFP®, CRPC®, ChFC®, AWMA®, Regional Vice President with Ameriprise Financial Services, LLC You are invited to attend this special event, Economic and Market Outlook, presented by Russell T. Price, CFA®, Chief Economist with Ameriprise Financial. 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.
Meditation for High Performance Date: Tuesday, June 20, 2023 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Pema Sherpa, Mindfulness Teacher & Researcher, Consultant Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® Regional Vice President with Ameriprise Financial Sponsored By: Columbia Threadneedle Investments What you'll learn: How Meditation can boost Performance How to Meditate for Success How to Turn Meditation into an Enduring Habit What you'll get: Meditation 101: Beginner's Meditation Guidebook This is an informational seminar. There is no cost or obligation. Pema Sherpa is not affiliated withAmeriprise Financial. Columbia Threadneedle Investmentsis an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. MemberFINRA andSIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 5619840ACMR0423