Past events

Legacy Planning - How to transfer lifetime income to beneficiaries

  • Todd Baker, CFP®, CRPC®, Divisional Vice President with RiverSource Life Insurance
  • Jamie Frisone, CFP®, CRPC®, AWMA®, Regional VP
  • RiverSource Insurance

During the presentation we will discuss:

  • Who or what's important to you?
  • What could your legacy look like?
  • How could you find your legacy?
  • Are there better alternatives?

Event Description (required); max 1,500 characters

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

© 2020 Ameriprise Financial, Inc. All rights reserved.

Economic and Market Outlook

  • Russell T. Price, CFA® , Chief Economist with Ameriprise Financial
  • Jamie Frisone CFP®,CRPC®,AWMA®, Regional Vice President with Ameriprise Financial

Price is frequently quoted in such publications asThe Associated Press, Fox Business, Bloomberg News,BusinessWeek and Reuters and has appeared in many other nationalmedia outlets.

Notably, he has been repeatedly cited by BloombergFinancial as a “Bloomberg Best” for being one of the most accurate economicforecasters in their benchmark consensus survey. Through June 2020, Bloombergranked him as the sixth most accurate forecaster of U.S. economic fundamentalsover the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloombergeconomic rankings every quarter since at least 2015.

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

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2020 Ameriprise Financial, LLC. All rights reserved.

Q&A Session with World Series Champion Dave Roberts!

  • Dave Roberts, Manager of Los Angeles Dodgers
  • Jamie Frisone CFP®,CRPC®,?AWMA® , Regional VP with Ameriprise Financial
  • BNY Mellon Investment Management

This is a Q&A session, please send questions you have for Dave to: PacDesertRegion@ampf.com ahead of time.

There is no cost or obligation. BNY Mellon Investments and its representatives are not affiliated with Ameriprise Financial. Image of Dave Roberts included with permission. Ameriprise Financial Services, LLC, Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved. 3359350ACMR1220