Four Trending Investment Topics Date: Tuesday, May 28, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved."
Common types of fraud: How to protect yourselves and your loved ones Date: Tuesday, June 25, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll talk about common types of fraud and scams, and help you learn how to identify and avoid falling victim to a scam. We'll also help you understand the resources available to you as an Ameriprise client. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Planning for the future: An approach for your whole family Date: Tuesday, July 30, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94950 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC 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 means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Paying for College: Financial Steps to Consider Date: Tuesday, August 27, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Put Your Paycheck to Work. Date: Tuesday, September 24, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St., Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC Learn how to make the most of your paycheck. In this session, you’ll learn ways to uncover “hidden” compensation opportunities you may not know about and take full advantage of employee benefits available to you. We’ll also discuss how to manage your income more effectively so you can find more dollars to help you achieve your financial goals. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Balancing life today and dreams for tomorrow Date: Tuesday, October 29, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC Are you able to live well today and still save for tomorrow? During this complimentary session, you’ll learn ways to balance smart decisions about today with planning for tomorrow. Learn how to plot your journey to retirement into doable steps so it’s manageable, while creating a meaningful legacy today. To reserve a spot: call us at 415.288.7320 or email us at robbinn.meneses@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar 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.
A guide to teaching financial responsibility Date: Tuesday, April 30, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:Why it's important to raise financially responsible childrenFinancial basics to share with your children during key agesHow the examples you set and the habits your children create have lasting implications on the entire family 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.
Leveraging all the technology available to you at Ameriprise Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: John F. Wade Learn more about the following: •Get “on-the- go” access •Message Center •Statements & Documents •Total View •Using e-Signature •Personalize your Accounts This is an informational seminar.There is no cost or obligation. Not FDIC Insured|No FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved
From SIMPLE to Sophisticated: Small Business Retirement Plans Date: Tuesday, March 26, 2024 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St., Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, Private Wealth Advisor| Managing Director - Ameriprise Financial Services, LLC Hosted By: Porter, Ritchie & Associates. A private wealth advisory practice of Ameriprise Financial Services, LLC 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.
Guide To The Market Date: Thursday, March 21, 2024 Time: 5:30 PM - 7:30 PM PDT Location: Zio Fraedo's Italian & Conti , 611 Gregory Lane , Pleasant Hill , CA 94523 Presented By: Bob Fields, Managing Director & Brendan Coyne, CIMA® | Vice President Client Advisor - JP Morgan Asset Management Hosted By: David L Shackelford, CFP®, CRPC™ | Branch Manager | Vice President | Walnut Creek Advisors Sponsored By: JP Morgan Asset Management During this complimentary session, we’ll share insights on today’s most c ritical economic and investment topics. We’ll discuss: •Economic landscape and outlook for the current year •Key drivers and trends taking place in the markets This is an informational seminar. There is no cost or obligation. This event is sponsored by: JPMorgan Asset Management J.P. Morgan Asset Management 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6271502ACMR0124
An Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week 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 2023, 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. Hosted by: Ameriprise Financial Services, LLC This is an informational event. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6150088ACMR1223