Shred It Event Date: Thursday, May 30, 2024 Time: 9:00 AM - 3:00 PM MST Location: Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297 Hosted By: Gilbert Financial Advisors Please join us for our complimentary post tax season document shredding event. Shredding is a quick and convenient way to dispose of your information in a manner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled. For more information: call us at 480.981.5000 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
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: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial “We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.” 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. For more information: call us at 480.981.5000 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
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.