Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® | Regional Vice President About the Event: In October, we will have Drew Mayo , Senior Vice President, Senior Advisor Consultant, presenting on Understanding Medicare from A to D. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event! What you’ll learn: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey To reserve a spot: call us at 415.288.7320 or email us at karen.xie@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. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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. ©2025 Ameriprise Financial, Inc. All rights reserved 8387998ACMR0925
Cooking Class: The Story of Ramen Date: Thursday, October 23, 2025 Time: 4:00 PM - 6:00 PM Location: CA Presented By: Andrew Prupas, CIMA®, RMA®, Vice President, Marketing Leader - Franklin Tempelton Hosted By: Golden Granite Wealth Management Golden Granite Wealth Management would like to invite you and a guest to join us to partake in The Story of Ramen cooking experience. Learn the art of one of Japan’s most iconic dishes�: ramen. Come connect, create, and enjoy a delicious bowl of ramen together! To reserve a spot: call us at 415.743.9801 or email us at elisamariachiara.peduto@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation to attend. Franklin Templeton and their representatives are not affiliatedwith Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. MemberFINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rightsreserved.8302294ACMR0825
Top Golf Date: Tuesday, September 9, 2025 Time: 10:00 AM - 1:00 PM PDT Location: Top Golf, 258 Anza Blvd, Burlingame, CA 94010 Presented By: Franklin Tempelton – Andrew Prupas, CIMA®, RMA®; T. Rowe Price - Holly Ornelas, CIMA® Hosted By: Golden Granite Wealth Management Golden Granite Wealth Management would like to invite you and a guest to join us for an afternoon of friendly competition and great conversation at Top Golf. Come put your golf skills to the test and challenge your favorite financial advisors. No prior golf experience necessary. There is no cost or obligation to attend. Franklin Templeton, T. Rowe Price and their representatives are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025Ameriprise Financial, Inc. All rights reserved. 8302294ACMR0825
Martini Night Date: Wednesday, August 13, 2025 Time: 4:30 PM - 7:30 PM PDT Location: 837 Main Street, Martinez, CA 94553 Hosted By: Walnut Creek Advisors Sponsored By: First Eagle, Lord Abbett, T Rowe Price We are thrilled to invite you to an unforgettable MARTINI NIGHT! Get ready to shake, sir and sip your way through the evening! Whether you’re a martini connoisseur or just looking to enjoy a night out, this event is perfect for everyone. We’ll have a variety of martinis to suit all tastes, from classic dry to creative concoctions. Plus, there will be delicious appetizers to complement your drinks! We will have onsite a spirit expert and mixologist to acquire knowledge. Guests are welcome to attend as well. We can’t wait to see you there and raise a glass to good times! There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Ave, Suite 420,Walnut Creek, CA 94553. Third Parties and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All right reserved. 8034787ACMR0625
Women, Wealth, & Well-Being Date: Thursday, July 17, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Mission Rock Resort, 817 Terry A Francois Blvd, San Francisco, CA 94158 Presented By: Jana Cole, CIMA® , Director, Market Leader at BlackRock Hosted By: Golden Granite Wealth Management Please join us for an uplifting evening celebrating Women, Wealth, and Well-Being on Thursday, July 17th. We will gather at Mission Rock Resort in San Francisco, 817 Terry A Francois Blvd, San Francisco, CA 94158 starting @ 6:00pm – 8:00 pm. We look forward to celebrating with you!
Join us for a wine tasting Date: Wednesday, May 14, 2025 Time: 4:30 PM - 7:30 PM PDT Location: William Welch Tasting Room, 837 Main Street, Martinez, CA 94553 Hosted By: Golden Granite Wealth Management of Ameriprise Financial Services, LLC Sponsored By: First Eagle, NY Life, American Century, Natixis & PGIM We'd love you to join us for a wine tasting experience. Cheers!
Russell Price - Market and Economic Outlook Webinar Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) Hosted By: Ameriprise Financial Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. Thisis an informational seminar. There is no cost or obligation. Thirdparty companies mentioned are not affiliated with AmeripriseFinancial, Inc. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved