Past events

The Family Love Letter

  • Cheri Brooks , CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Keith Fledderjohann, CFP®, APMA ® Financial Advisor
  • Ameriprise Financial Services, Inc.

Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more by joining this event:

o What do you have today?

o Where is it located?

o Who do you contact?

This is an informational event. There is no cost or obligation. Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC. 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

  • John Choate, Managing Director - Janus Henderson
  • Keith Fledderjohann, CFP®, APMA ® Financial Advisor
  • Ameriprise Financial Services, Inc.

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-9/11 environment. He will teach how to develop your own security awareness through present day case studies. This event is sponsored by partner Janus Henderson.

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