Past events

How to Navigate Volatile Markets (Seminar with Lunch)

PDT

Gumba's Italian Restaurant, 176 S Murphy Ave, Sunnyvale, CA 94086

Patrick Burke, Associate Financial Advisor

Adage Advisory

Market ups and downs are an inevitable part of investing, but having the right perspective and strategy can make all the difference. Join us for a complimentary educational seminar over lunch designed to help investors better understand market volatility and how it can impact long‑term financial goals.

During this session, we’ll cover:

  • What market volatility is and why it happens
  • Common economic and market factors that drive market swings
  • The potential impact of volatility on your portfolio
  • Practical approaches to staying disciplined and focused during uncertain times

This is an informative, no‑pressure event intended to provide clarity and context around today’s market environment.

Lunch and coffee included, spots are limited!

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 value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

8852816ACMR0426

St. Patrick's Day Celebration

PDT

Our Santa Cruz Office, 125 Water St, Suite A-3, Santa Cruz, CA 95060

Adage Advisory

Join us at our Santa Cruz office for a St. Patty's Day celebration full of snacks, drinks, and great company. It'll be a festive evening where you'll get to meet new people and chat with the Adage team. Feel free to stop by anytime during the event or stay a while to hang out.

There is no cost or obligation