Retain Your Brain How to age-proof your most valuable asset Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director - Applied Insights at Hartford Funds Hosted By: James Park, Branch Manager Sponsored By: Hartford Funds For more information: call us at 408.963.2271 or email us at marc.tsuchiya@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Six Barriers to Investment Success: Uncovering your behavioral biases Date: Tuesday, June 11, 2024 Time: 12:00 PM - 2:30 PM PDT Location: Topgolf , 10 Topgolf Dr, San Jose, CA 95002 Presented By: J.B. Walker, Vice President - Franklin Templeton Hosted By: Ameriprise Financial, San Jose Branch Sponsored By: Franklin Templeton During this complimentary session, you’ll learn: · Six biases from the field of behavioral finance · How these biases affect decision-making ability · The impact they can have on investment portfolios For more information: call us at 408.963.2250 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Sponsored by Franklin Templeton. Franklin Templeton and its representativesare not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations or, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, LLC. All rightsreserved. 6610458ACMR0524
Retain Your Brain How To Age-Proof Your Most Valuable Asset Date: Thursday, May 30, 2024 Time: 6:00 PM - 7:00 PM PDT Location: China Stix, 2110 El Camino Real, Santa Clara, CA 95050 Presented By: Tom Barrett, Managing Director - Applied Insights at Hartford Funds Hosted By: James Park, Branch Manager Sponsored By: Hartford Funds This is an informational seminar. There is no cost or obligation. Sponsored by Hartford Funds. Hartford Funds 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 fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved
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 Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial Sponsored By: Columbia Threadneedle Investments 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. 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 Avenue, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: James J. Park, APMA® Branch Manager | Registered Principal CA Insurance License #0C56937 Sponsored By: Nuveen 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 at225 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 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: Will Chase, Senior Director - Ameriprise Financial Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Learn more about the following: •Get “on-the- go” access •Message Center •Statements & Documents •Total View •Using e-Signature •Personalize your Accounts This is an informational seminar. There is no cost or obligation. Not FDIC Insured | No Financial Institution 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 - 7:30 PM PST Location: Fiorillo’s Restaurant, 638 El Camino Real, Santa Clara, CA 95050 Presented By: Ben Rizutto, Wealth Strategist - Janus Henderson Investors Hosted By: James J. Park, APMA© Branch Manager | Registered Principal CA Insurance License #0C56937 Sponsored By: Janus Henderson Your legacy or wealth transfer plan is both financial and non-financial and requires a lot of thought, discussion and consideration. This seminar helps clients inbuilding successful wealth transfer 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 This is 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 fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6306441ACMR0224