Past events

Midterm Elections Forecast and Policy Update

  • Elizabeth Varley, Vice President Federal Government Affairs Columbia Threadneedle
  • Jamie Frisone CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial

During this complimentary session, we’ll discuss

• The Biden administration’s direction on taxation, stimulus and policy

• Our economy’s post-pandemic recovery

• The Democrats control and impact on all three branches of government

This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with Ameriprise Financial.

Investment products are not federally, or FDIC insured, are not deposits of or obligations of, or guaranteed by any financial institution and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved. 3953747ACMR0721

Understanding Cryptocurrency

  • David M. Lebovitz, Global Market Strategist - J.P. Morgan Asset Management
  • Redwood Shores Branch Advisors
  • Brendan P. Coyne, CIMA®, Vice President, JP Morgan Asset Management

Cryptocurrency seems to be generating a lot of buzz in the investment space lately, but you may still be wondering what it is – and how does it really work? During this complimentary session, we’ll answer some of those questions, including:

· What is blockchain?

· How is cryptocurrency different than flat currency?

· What is Bitcoin/BTC?

· What is the cryptocurrency outlook, and should it be part of your diversified portfolio?

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

The Ameriprise practice is located at 255 Shoreline Dr., Ste 400, Redwood Shores, CA.

JP Morgan and its representatives are not affiliated with Ameriprise Financial.

Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial Inc. All rights reserved

Market & Economic Perspectives

  • Maria Li, CFA®, Senior Market Strategist - Goldman Sachs Asset Management
  • The Redwood Shores Branch Advisors
  • Brian Nash, VP, Regional Director- Goldman Sachs

Please Join us for a Special Virtual Event!

This is an informational seminar. There is no cost or obligation | Goldman Sachs and its representatives are not affiliated with Ameriprise Financial | 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 in value. | Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.

Family Love Letter: How every family can prepare

  • Dan Hart, Sr. Vice President - Neuberger Berman
  • The Redwood Shores Office of Ameriprise Financial Services, LLC
  • Neuberger Berman

This is an informationalevent. There is no cost or obligation.

Sponsored NeubergerBerman

Neuberger Berman is notaffiliated with Ameriprise Financial.

Investment products, including shares of mutual funds, arenot federally or FDIC-insured, are not deposits or obligations of, orguaranteed by any financial institution and involve investment risks includingpossible loss of principal and fluctuation in value.

Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2021 AmeripriseFinancial Inc. All rights reserved.

3716306ACMR0821

AI and the 4th Industrial Revolution

  • John Blau, Partner - Alkeon Capital Management
  • The Redwood Shores Office of Ameriprise Financial Services, LLC
  • Alkeon Capital Management

This is an informationalevent. There is no cost or obligation.

Sponsored by AlkeonCapital Management

Alkeon CapitalManagement is not affiliated with Ameriprise Financial.

Investment products, including shares of mutual funds, arenot federally or FDIC-insured, are not deposits or obligations of, orguaranteed by any financial institution and involve investment risks includingpossible loss of principal and fluctuation in value.

Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2021 AmeripriseFinancial Inc. All rights reserved.

3716306ACMR0821