Upcoming events

Robbie's Act II

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Robbie Bach, Speaker, Author, Consultant

Jeff Crosby, Private Wealth Advisor with Ameriprise Financial

During this complimentary session, Robbie Bach will discuss:

Life after Microsoft and Xbox, key leadership traits and his recently released novel “The Blockchain Syndicate”

To reserve a spot: call us at 425.869.7100 or email us at melissa.brown@ampf.com
RSVP Online

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

Robbie Bach is 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.

Past events

Quarterly Market Update

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Mehernosh Engineer, Vice President, Capital Markets Strategy

Fidelity Investments

During this complimentary session, Mehernosh will discuss:

· High level market summary

· Economy/macro backdrop

· Asset markets

· Long-term themes

This is an in formational webinar. There is no cost or obligation.

Fidelity Investments and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

Protecting Your Family's Wealth Through Major Life Changes

PST

294 894 342 757

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Sherri. M. Anderson , Divorce Attorney - Law Offices of Sherri. M. Anderson Inc. PS.

Jeff Crosby, Private Wealth Advisor with Ameriprise Financial

During this complimentary session, Sherri will discuss:

The benefits of prenuptial and postnuptial agreements, understanding divorce agreement modifications, the potential impact of family trusts, and important ways to plan for the future.

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

Law Offices of Sherri M. Anderson Inc. PS and representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Medicare 101 Webinar

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John Pereira, Partner/Broker - NW Medicare Advisors

Jeff Crosby, Private Wealth Advisor with Ameriprise Financial, LLC

During this complimentary session, John will discuss:

· Basics of Medicare coverage and eligibility

· Important updates

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

NW Medicare Advisors and their representatives are not affiliated with Ameriprise Financial Inc.

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.

The tax calm before the storm?

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Jim Bergeron, Managing Director, Advisor Education - Nuveen

Jeff Crosby, Private Wealth Advisor with Ameriprise Financial, LLC

During this complimentary session, Jim will discuss:

· Basic principles of Tax Planning

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

Nuveen and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Managing Workplace Transitions

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Patrick Clunan , Senior Director, Head of Advisor Consulting - Columbia Threadneedle

Jeff Crosby, Private Wealth Advisor with Ameriprise Financial, LLC

During this complimentary session, we will discuss:

Important considerations when navigating next steps through reductions in force, layoffs or furloughs

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

Sponsored by Columbia Threadneedle

Columbia Threadneedle is an affiliate of Ameriprise Financial Inc.

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.