Investment Strategies And Portfolio Construction 10 Myths About College Savings Plans Date: Thursday, August 11, 2022 Time: 5:30 PM - 7:30 PM PDT Location: Toy Soldier, 52 Belden Pl., San Francisco, CA 94104 Presented By: Geoff Williams, 529 Specialist - John Hancock Investment Management Hosted By: San Francisco Ameriprise Financial Sponsored By: John Hancock Investment Management You’re invited to join us for a special seminar: Investment Strategies And Portfolio Construction 10 Myths About College Savings Plans. To reserve a spot: call us at 415.288.7320 or email us at karen.xie@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation | John Hancock and its representatives are not affiliated with Ameriprise Financial | Carefully consider the investment objectives, risks, charges, a nd expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, a nd protection from creditors that are only a vailable for investments in suchstate’s qualified tuition program. | 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 a nd SIPC. ©2022 Ameriprise Financial, Inc. All rights reserved. 4695795ACMR042
Put your compensation to work. Taking control of your saving and investing plan. Date: Tuesday, August 30, 2022 Time: 2:00 PM - 3:00 PM PDT ONLINE EVENT PASSCODE: August30! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® In today’s tight labor market, you need to know how to make the most of the compensation you receive from your employer. In this session, you’ll learn ways to:Uncover “hidden” compensation opportunities you may not know aboutTake full advantage of every employee benefit available to youManage your income more effectively so you can find more dollars to invest in your dreams To reserve a spot: call us at 415.743.9839 or email us at trent.sova@ampf.com RSVP Online 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.
Social Security & Medicare: Get What’s Yours Date: Thursday, September 15, 2022 Time: 5:30 PM - 7:00 PM PDT Location: 4th Floor - Conference Room, 44 Montgomery Street, San Francisco, CA 94104 Presented By: Ian Wetherell, Senior Director, Wealth Advisory - Principal Global Investors, LLC Hosted By: Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial Sponsored By: Principal Global Investors, LLC You’re invited to join us for a special seminar: Social Security & Medicare: Get What’s yours. To reserve a spot: call us at 415.743.9808 or email us at karen.xie@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost. or obligation | Principal Global Investors, LLC and its representatives are not affiliated with Ameriprise Financial | 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. ©2022 Ameriprise Financial, Inc. All rights reserved. 4695795ACMR0422
Five things to know about Medicare Date: Tuesday, September 27, 2022 Time: 2:00 PM - 3:00 PM PDT ONLINE EVENT PASSCODE: September27! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session we'll discuss: Medicare enrollment details and deadlines Considerations for managing your health care options and costs in retirement To reserve a spot: call us at 415.743.9839 or email us at trent.sova@ampf.com RSVP Online 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. Maximizing Your Social Security Benefits. Date: Tuesday, October 25, 2022 Time: 2:00 PM - 3:00 PM PDT ONLINE EVENT PASSCODE: October25! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® Will Social Security provide the retirement income you need for life? This complimentary session will explain:Whether Social Security can provide the income you need when you retireHow to make the most of your Social Security benefitsSources of retirement income beyond Social Security To reserve a spot: call us at 415.743.9839 or email us at trent.sova@ampf.com RSVP Online 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.
Market Economic Perspectives Date: Thursday, November 10, 2022 Time: 5:30 PM - 7:00 PM PST Location: 4th Floor - Conference Room, 44 Montgomery Street, San Francisco, CA 94104 Presented By: Brian Nash, Vice President, Regional Director - Goldman Sachs Hosted By: Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial Sponsored By: Goldman Sachs You’re invited to join us for a special seminar: Market Economic Perspectives. To reserve a spot: call us at 415.743.9808 or email us at karen.xie@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation | Goldman Sachs and its representatives are not affiliated with Ameriprise Financial | 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. ©2022 Ameriprise Financial, Inc. All rights reserved. 4695795ACMR0422
Protect yourself against identity theft Date: Tuesday, November 29, 2022 Time: 2:00 PM - 3:00 PM PST ONLINE EVENT PASSCODE: November29! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® What can you do to protect your identity from being stolen? During this complimentary session, you’ll learn about:Common ways your personal information can be compromisedSteps you can take to protect your personal informationWhat to do if you are a victim of identity theft To reserve a spot: call us at 415.743.9839 or email us at trent.sova@ampf.com RSVP Online 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.
Holiday Gift Making Event! Date: Thursday, December 15, 2022 Time: 5:30 PM - 7:00 PM PST Location: 4th Floor - Conference Room, 44 Montgomery Street, San Francisco, CA 94104 Presented By: Tony Gemmato, Senior Regional Vice President - RiverSource Insurance Sales Consulting Group Hosted By: Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial Sponsored By: RiverSource Insurance You’re invited to join us for our Holiday Gift Making Event! Charitable Giving Your Way Why we give Deductions for charitable contributions Charitable giving strategies Determining appropriate strategies for you To reserve a spot: call us at 415.743.9808 or email us at karen.xie@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Johnny Ng, CA insurance #0C77238 | This is an informational seminar. There is no cost or obligation | RiverSource and its representatives are affiliated with 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. | 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. © 2022 Ameriprise Financial, Inc. All rights reserved. 4695795ACMR0422
Planning for the future: An approach for the whole family Date: Tuesday, December 20, 2022 Time: 2:00 PM - 3:00 PM PST ONLINE EVENT PASSCODE: December20! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Directore - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:Help you consider what leaving a legacy meansIntroduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversationsHighlight how an advisor can help you work through important financial issues with your family and loves ones To reserve a spot: call us at 415.743.9839 or email us at trent.sova@ampf.com RSVP Online 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.
Sending your child to college Date: Tuesday, July 26, 2022 Time: 2:00 PM - 3:00 PM PDT ONLINE EVENT PASSCODE: July26!! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® Invest in your child's future without sacrificing yours. During this complimentary session, you’ll learn ways to:Define a college saving goal that is right for youDetermine today’s cost and various payment optionsBalance retirement and college savingsUnderstand what goes into college saving and college spending 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, June 28, 2022 Time: 2:00 PM - 3:00 PM PDT ONLINE EVENT PASSCODE: June28!! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® 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. 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.
Annual Ameriprise San Francisco Golf Tournament Date: Thursday, June 23, 2022 Time: 8:00 AM - 2:00 PM PDT Location: Blue Rock Springs Golf Club, 655 Columbus Pkwy, Vallejo, CA 94591 Hosted By: Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial Sponsored By: Amundi, Columbia Threadneedle, Franklin Templeton, Natixis You’re invited to our Annual Ameriprise San Francisco Golf Tournament At Blue Rock Springs Golf Club. There is no cost or obligation | Columbia Threadneedle is an Ameriprise affiliate. Amundi, Franklin Templeton, Natixis and their representative are not affiliated with Ameriprise Financial. | 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. 4695795ACMR0422
From SIMPLE to Sophisticated: Small Business Retirement Plans Date: Tuesday, May 31, 2022 Time: 2:00 PM - 3:00 PM PDT ONLINE EVENT PASSCODE: May31!!! Join this event online Presented By: Mark Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter, CRPC® Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:Employer-sponsored plans, including IRA-based and qualified retirement plansDetermining which plan may be right for you 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.
Managing Stress for Success Date: Thursday, May 12, 2022 Time: 5:30 PM - 8:00 PM PDT Location: Plant Connection SF, One Embarcadero Center , Promenade Level (3rd Floor), San Francisco, CA 94111 Presented By: Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development - Janus Henderson Hosted By: Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial Sponsored By: Janus Henderson You’re invited to join us for a special seminar: Managing Stress for Success. This is an informational seminar. There is no cost or obligation | Janus Henderson and its representatives are not affiliated with Ameriprise Financial | 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. ©2022 Ameriprise Financial, Inc. All rights reserved. 4695795ACMR0422