Economic Update & Technology Investing – Is AI opportunity or hype?
Russell Price, Chief Economist for Ameriprise Financial & Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments - Affiliated
Ameriprise Financial Services, LLC
Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.
His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.
In fact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.
He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.
Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating.Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.
By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.
This is an informational seminar. There is no cost or obligation.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.
This event is sponsored by Columbia Threadneedle Investments, an Ameriprise affiliate.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Behavioral Finance
Jeff Nymark, CIMA , Minnesota Senior Advisor Consultant - First Eagle Investments
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.
The goal of the session is to help:
• Understand how our emotions and behaviors can impact investment decisions
• Instill healthy financial behaviors
• Focus on goals and not 24-hour news cycle
This is an informational seminar. There is no cost or obligation.
John Hancock and their representatives are not affiliated with Ameriprise Financial.
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.
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National Day of Service
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Ferhadson & Associates invites you to join us in ourmission to make a positive impact in ourcommunity! Our team will be visiting ForgottenHarvest to volunteer in their warehouse helping toorganize food, packing bags for distribution, andother warehouse needs. Our team’s day of serviceis scheduled for Friday, November 7th from 9am-12pm.
There is no cost or obligation to attend.
We are not able to accept cash or check donations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved
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Planning for Life's Big Moments
Kelsea Sullivan, CIMA , Regional Director - Fidelity Investments
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.
This session will explore real-life scenarios and provide financial planning insights around topics such as:
- Combining finances in relationships
- Managing divorce or remarriage
- Planning for education and major purchases
- Preparing for retirement and healthcare needs
- Caring for aging loved ones
- Creating a lasting legacy
Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.
What you'll gain:
Checklists, tools, and thoughtful guidance forevery stage—from building a life with a partner to caring for aging parents, and everything in between.
This is an informational seminar. There is no cost or obligation.
Fidelity and their representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.
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.
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Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact
Emily Mills, CSRIC™ , Wealth Strategy Specialist - Eaton Vance
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
A practical look at charitable planning options for individuals and families.
We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.
During this session, we will cover:
- Managing tax benefits while supporting the causes that matter most to you
- Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
- Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
- Tax-related considerations when donating appreciated assets such as stock or real estate
- How charitable giving can align with your long-term planning objectives
Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.
This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.
This is an informational seminar. There is no cost or obligation.
Eaton Vance and their representatives are not affiliated with Ameriprise Financial.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. The offering circular or prospectus contains this and other important information about the funds and should be read carefully before investing.
This information is being provided only as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as are commendation or advice designed to meet the particular needs of an individual investor. Please consult with your financial advisor regarding your specific financial situation. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation .
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.
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