Past events

Securing Your Retirement- Transforming Social Security into a Winning Retirement Strategy

  • Mike Graci, Director of Investment and Retirement Education - Blackrock
  • Jamie Frisone, Regional Vice President with Ameriprise Financial Services

During this presentation, you’ll learn about:

  • The basics of Social Security
  • Making a claiming decision
  • The future of Social Security

This is an informational seminar. There is no obligation or cost to attend. BlackRock and its representatives are 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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved.

Hear from Dr. Kevin Elko, Nerves of Steel

  • Dr. Kevin Elko
  • Jamie Frisone CFP®,CRPC®,®, Regional Vice President with Ameriprise Financial
  • Natixis Investment Managers

The Virtual Event can help You:

· Think about what you think about –become aware of your thoughts

· Make a decision that outside “things” are not going to drive you

· Identify what internally makes us come alive and live fully

· Develop your day-to-day processes that matter

· Design optimal thoughts that allow you to eliminate the mental clutter of life

· Use those thoughts so you know what to say when you talk to yourself

· Find the ultimate strategy of being mindful and live in today - “Be Where Your Feet Are”To reserve a spot: call us at 805.277.5164

This is an informational seminar. There is no cost or obligation. Natixis not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Legacy Planning- How to transfer Lifetime income to beneficiaries

  • Todd Baker, CFP®, CRPC®, Divisional Vice President - Riversource Life Insurance
  • Jamie Frisone CFP®,CRPC®,®, Regional Vice President with Ameriprise Financial

During this presentation we will discuss:-Who or what's important to you?-What could your legacy look like?-How could you fund your legacy?-Are there better alternatives?

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
  • Hosted by Jamie Frisone CFP®,CRPC®,®, Regional Vice President with Ameriprise Financial
  • Ameriprise Financial

Russell Price infrequently quoted in publications as The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets.

Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2020,Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic 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. 3381777ACMR1220Thisis an informational seminar.

Hear from World Series Champion Dave Roberts!

  • Dave Roberts, Manager - Los Angeles Dodgers
  • Jamie Frisone CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial
  • BNY Mellon Investment Management

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

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.