Getting to know the basics - The essentials to better understanding your financials Date: Tuesday, March 28, 2023 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: qNsv53WRc$2 Join this event online Presented By: Mark Porter, CPRC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter CPRC™ Private Wealth Advisor | Managing Director Looking to get on track with your finances? Need some ideas on where to start? During this complimentary session we'll discuss:the essentials of budgeting, managing debt and credit, investing and savingactionable tips that can help you develop good financial habits for the future To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Markets Update Date: Tuesday, April 25, 2023 Time: 2:00 AM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: PsMPmUd@899 Join this event online Presented By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:Some factors that may contribute to market volatilityStrategies to help weather market uncertainty To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Knowledge is power - Financial strategies for women Date: Tuesday, May 30, 2023 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: ybCJAkn*885 Join this event online Presented By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:Address the income gapPlan for a longer lifespanManage multiple roles and responsibilities at home, work and in the communityApproach life changes and unexpected events To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Plan for the future. How an estate plan helps put you in control. Date: Tuesday, July 25, 2023 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: kPPUuyM*792 Join this event online Presented By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director During this complimentary seminar, you’ll learn ways to:Care for the people you love, even after you’re gone.Leave behind a lasting, meaningful legacy.Manage estate tax burden – for you and your heirs. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. 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.
Real estate: Important considerations for you and your family Date: Tuesday, August 29, 2023 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: kDEUMKp6@47 Join this event online Presented By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director During this complimentary session, we’ll discuss the different ways we all interact with real estate including: The current real estate market What you need to know about real estate investing Considerations for helping a family member with a home purchase To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives. Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.
Balancing life today and dreams for tomorrow Date: Tuesday, August 29, 2023 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: Jvm4STwp?47 Join this event online Presented By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director During this complimentary seminar, you’ll learn ways to:Balance smart decisions about today with planning for tomorrow.Plot your journey to retirement into doable steps so it’s manageable.Maintain financial balance by being prepared for risks and unexpected events.Create a meaningful legacy today. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
The Tax Times Have Changed Date: Thursday, March 16, 2023 Time: 5:30 PM - 8:00 PM PDT Location: Sapore Italiano Ristorante, 1447 Burlingame Ave., Burlingame, CA 94010 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: John Wade Sponsored By: Nuveen Strategies for Today's Tax, Economic & Financial Market Landscape This is an informational seminar. There is no cost or obligation | Nuveen and its 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. | The Ameriprise office is located at 44 Montgomery St. Ste 3100, San Francisco, CA 94104 | Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.
Why a Roth IRA, why Now? Valuable tips to help you reach your goals Date: Tuesday, February 28, 2023 Time: 2:00 PM - 3:00 PM PST Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 ONLINE EVENT PASSCODE: pP3ZyDew@82 Join this event online Presented By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC™ Private Wealth Advisor | Managing Director Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:Cut through the clutter and decide if a Roth conversion is right for youUnderstand the value of balancing taxable with tax-free income in retirementTake full advantage of all the benefits of a Roth conversion while avoiding common pitfalls 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.
Plan to give more (Estate Planning) Date: Thursday, February 23, 2023 Time: 6:00 PM - 8:00 PM PST Location: Back Forty Texas BBQ Roadhouse, 100 Coggins Drive, Pleasant Hill, CA 94523 Presented By: Anthony J Gemmato, Jr. JD, CLTC®, Senior Regional Vice President - RiverSource Insurance Hosted By: David L Shackelford, CFP® CRPC® Sponsored By: RiverSource Life Insurance Company Join us for a special presentation.* Control how your estate is distributed* Give to loved ones or charities important to you* Help reduce taxes and leave a larger legacy Thisseminar is sponsored by RiverSource Insurance, an affiliate of AmeripriseFinancial. AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation. 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. ©2023 Ameriprise Financial, Inc. All rights reserved. 5398722ACMR0123
6 Barriers to Investment Success: Uncovering Your Behavioral Biases Date: Wednesday, February 15, 2023 Time: 6:00 PM - 8:00 PM PST Location: Subpar Miniature Golf - Alameda, 1600 Park Steet, Alameda, CA 94501 Presented By: Andrew Prupas, CIMA RMA, Vice President | Senior Advisor Consultant - Franklin Templeton Hosted By: John F. Wade Sponsored By: Franklin Templeton During this complimentary session, you’ll learn: •Six biases from the field of behavioral finance •How these biases affect decision-making ability •The impact they can have on investment portfolios This is an informational seminar. There is no cost or obligation. Franklin Templeton and its 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 5413404ACMR0123
Economic and Market Outlook Date: Tuesday, January 17, 2023 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA® , Chief Economist with Ameriprise Financial - Ameriprise Financial, Inc. Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial, Inc. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. This is an informational seminar.There is no cost or obligation. Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc.All rights reserved.