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 For more information: call us at 480.981.5000 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
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
Cubs Spring Training Date: Friday, March 22, 2024 Time: 1:00 PM - 4:00 PM MST Location: Sloan Park, 2330 W Rio Salado Pkwy, Mesa, AZ 85201 Hosted By: Ameriprise Financial Gilbert Branch You and a guest are invited to attend Chicago Cubs vs San Francisco Giants 2024 Spring Training Game. Join us for a day of Spring Training Baseball. America’s annual transformation from darkness to light, cold to warm, when millions of fans – hardcore and casual –descend upon warm weather climes to shred their winter blues. We wait months for that first whiff of freshly mown grass, that first foul ball, and the first inevitable sunburn of the season at the ballpark. With cold drinks and hotdogs, all is right with the world on that special afternoon.
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.
Barrett-Jackson Car Auction Date: Saturday, January 20, 2024 Time: 8:00 AM - 10:00 AM MST Location: e-ticket & breakfast pick up at Panera Bread, 14826 N Pima Rd, Scottsdale, AZ 85260 Hosted By: Gilbert Financial Advisors We invite you and your guests to be part of one of the world's greatest classic car shows!