Past events

The Family Love Letter

  • EDT
  • There is no passcode
  • Join this event online
  • Cheri Brooks, CPA, SeniorVice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services

Cheri Brooks, CPA, SeniorVice President, and Head of the Neuberger Berman Advisor Institute will be joining us to share more about how to preparefor the unexpected. Cheri will lead aninformative discussion that will focus on anticipating the unexpected, while helpingto create an effective plan for a sound future for your loved ones. Questionsthat will be answered. You will learnthe answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

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

Neuberger Berman is not affiliated withAmeriprise Financial, Inc.

Investment products 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 of value.

SA-720 Security Awareness in 720 Degrees

  • EDT
  • There is not an online link passcode
  • Join this event online
  • John Choate, Managing Director
  • Jennifer Lucus, Financial Advisor
  • Janus Henderson

John Choate is a prior Navy SEAL and Managing Director of SA-720™, a consulting firm that has based its principles from the U.S Special Operations community. John began his professional career as a naval officer in the SEAL teams. In this session, John will present “SA-720 Security Awareness in 720 Degrees” which discusses security concerns in the post-9/11environment. He will teach how to develop your own security awareness through present day case studies. This event is sponsored by partner Janus Henderson.

John’s professional experience is backed with a B.S. in History from the United States Naval Academy as well as an M.A. in National Security Studies from California State University. He also holds an MBA from Columbia University and MBA from London Business School as well as a Certificate in Hotel Revenue Management from Cornell University. He has received the following awards: 3Navy Unit Commendation medals, 2 Meritorious Unit Commendation medals and the Presidential Unit Citation that was personally awarded to his SEAL platoon by the President of the United States.

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

JanusHenderson and Neuberger Berman are not affiliated with Ameriprise Financial,Inc.

Investment products 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 of value.