Top Golf - Exploring Artificial Intelligence Date: Thursday, July 31, 2025 Time: 6:30 PM - 9:30 PM PDT Location: TopGolf, 258 Anza Blvd., Burlingame, CA 94010 Presented By: Dylan Deleon, VP, Market Consultant with Invesco Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Dylan Deleon - Invesco, Neil Conway - PGIM Top Golf - Exploring Artificial Intelligence To reserve a spot: call us at 650.226.2082 or email us at rebecca.1.king@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Macro Pulse - Choosing action over distraction Date: Thursday, June 26, 2025 Time: 12:30 PM - 2:30 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Julia Hermann, CFA, Global Market Strategist - New York Life Investments Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Thomas Schmidt, Advisor Consultant Macro Pulse - Choosing action over distraction
Movie Night - Mission Impossible: The Final Reckoning Date: Wednesday, June 4, 2025 Time: 5:30 PM - 9:30 PM PDT Location: Cinepolis Luxury Cinemas, 8 Hillsdale Mall Parking Lot, 60 31st Avenue, San Mateo, CA 94403 Hosted By: Marcial Vargas, Financial Advisor Sponsored By: Justin Levy, CFP®, CIMA® Senior Regional Consultant with Federated Hermes, Matt Travis, J.D. Director – Alternative Investments with Franklin Templeton and Dvir Levy, Vice President with Blue Owl Movie Night - Mission Impossible: The Final Reckoning
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant, MFS Fund Distributors, Inc. - Ameriprise Financial Services LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Social Security: Preparing for Retirement
Student of the Market Date: Thursday, April 17, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Victor Melinauskas and Matt McDermott, Vice President and CIMA, Market Leader - BlackRock Hosted By: Marcial Vargas Sponsored By: Vic Melinauskas and Grant Martin Student of the Market - Presented by Victor Melinauskas and Matt McDermott with BlackRock
Holiday Luncheon Date: Tuesday, December 3, 2024 Time: 11:30 AM - 2:30 PM PST Location: Original Joe's - Westlake, 11 Glenwood Avenue, Daly City, CA 94015 Hosted By: Marcial Vargas Sponsored By: Justin Levy, CFP®, CIMA® Senior Regional Consultant with Federated Hermes, Matt Travis, J.D. Director – Alternative Investments with Franklin Templeton and Dvir Levy, Vice President with Blue Owl Client Appreciation Holiday Luncheon