Events

Market ups and downs are an inevitable part of investing, but having the right perspective and strategy can make all the difference. Join us for a complimentary educational seminar over lunch designed to help investors better understand market volatility and how it can impact long‑term financial goals.

During this session, we’ll cover:

• What market volatility is and why it happens
• Common economic and market factors that drive market swings
• The potential impact of volatility on your portfolio
• Practical approaches to staying disciplined and focused during uncertain times

This is an informative, no‑pressure event intended to provide clarity and context around today’s market environment.

Lunch and coffee included, spots are limited!

Join us at our Santa Cruz office for a St. Patty's Day celebration full of snacks, drinks, and great company. It'll be a festive evening where you'll get to meet new people and chat with the Adage team. Feel free to stop by anytime during the event or stay a while to hang out.

Join us for an evening of breathtaking artwork and hors d'oeuvres.

Plenty of Space: Whole Alone and Together -Art by Sonya Kleshik

Much of the work in this exhibition came in layers and in series. Sonya creates each series at the same time. Each piece is a standalone work of art, but it also has a “family’”– other pieces with similar color scheme, forms and elements. Then each family or series in turn has its place in the larger community of series and in the bigger space in which all of her work lives.

Hosted by:

Jeffrey T. Raegen, CFP®, CRPC®, Private Wealth Advisor || Chad J. Parker, CFP®, Financial Advisor || Lesley LeMessurier, Associate Financial Advisor || Raegen, Parker and Associates; A private wealth advisory practice of Ameriprise Financial Services, Inc. || Dinesh K. Sawal, MBA, Private Wealth Advisor || Albert Hsia, Financial Advisor

Join us for breathtaking Artwork & mouth-watering Wine, at our first Art Show of 2019! Tim Walters' art is informed by his lifelong love of science fiction, fantasy, and the surreal, and straddles the boundaries between abstract and concrete, intuitive and rational, familiar and strange. His most recent work depicts beings and objects, mysterious even or perhaps especially to him, that seem to be the guardians and totems of thresholds and liminal zones in the hypnogogic realm between consciousness and dream. Each of Tim's images is generated by its own computer program, using routines from a software library of his own creation that converts photographic or other data to graphic gestures. He strives to work in an aesthetic native to generative art rather than attempt to mimic traditional practice, and welcomes the productive errors and salutary surprises that his algorithms contribute.

HOSTED BY: Jeffrey Raegen, Private Wealth Advisor; Chad Parker, Financial Advisor; Lesley LeMessurier, Associate Financial Advisor of Raegen, Parker and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Dinesh Sawal, Private Wealth Advisor and Albert Hsia, Financial Advisor with Ameriprise Financial Services, Inc.