Your Passport to Uncommon Adventures: A Night of Travel Tales and Practical Tips Date: Wednesday, March 20, 2024 Time: 5:30 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave SE, Bellevue, WA 98004 Presented By: Laura Mandelkorn Hosted By: Jeffrey C. Mitchell, CRPC, APMA. Associate Manager & Managing Director, Legacy 29 Wealth Advisors Founder of Go Custom Travel curating private, immersive journeys worldwide since 2009. Laura scouts awe-inspiring experiences, unique accommodations and unexpected destinations. Handcrafted itineraries highlight that nature, wildlife, local culture and cuisine. Jeffrey C. Michell , CA insurance 4252928Jeffrey C. Michell , CA insurance 4252928 This is an informational seminar. There is no cost or obligation. Investment product 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. (c) 2024 Ameriprise Financial, Inc. All right reserved.
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP, CRPC, CHFC, AWMA, Regional Vice President 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.
Holiday Wreath Decorating Date: Thursday, November 30, 2023 Time: 1:00 PM - 4:00 PM PST Location: Lobby Conference Room, 929 108th Ave NE, Bellevue, WA 98004 Hosted By: Legacy 29 Wealth Advisors Join us for Holiday Wreath Decorating There is no cost or obligation. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6017293ACMR1023
How to Talk to Your Parents About Their Finances Date: Wednesday, October 18, 2023 Time: 5:00 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave NE, Bellevue, WA 98004 Presented By: Amanda Chomyszak, Advisor Consultant - CPWA with New York Life Investments Hosted By: Jeffrey Mitchell, CRPC, APMA, Associate Manager & Managing Director at Legacy 29 Wealth Advisors How to Talk to Your Parents About Their Finances This is an informational Seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Ameriprise Financial Services, LLC. Member FINRA and SIPC2023 Ameriprise Financial, Inc. All rights reservedNew York Life Investments and their representatives are not affiliate with Ameriprise Financial 590939ACMR0923
Market Update & Wine Tasting Date: Thursday, July 27, 2023 Time: 5:00 PM - 7:00 PM PDT Location: Conference Center on the Lobby Level, 929 108th AVE NE, Bellevue, WA 98004 Hosted By: Jeffrey C Mitchell, CRPC, APMA Associate Manager, Managing Director, Legacy 29 Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Join us for a Market Update & Wine Tasting with Fielding Hills Winery of Chelan, WA. How are the recent events in the market impacting your finances? This is an informational seminar. There is no cost or obligation. 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 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.