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
Estate Planning - What type of legacy will you leave? Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: David Houson, Director of Advanced Strategies with River Source Life Insurance Company Hosted By: Jamie Frisone, Regional Vice President •Control how your estate is distributed •Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy 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 This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of Ameriprise FinancialInvestment 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.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor orattorney regarding their specific situation.Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate foryou, based on your financial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource LifeInsurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8108503ACMR0725
Mission: Impossible - The Final Reckoning Date: Thursday, May 29, 2025 Time: 5:30 AM - 9:30 AM PDT Location: Cinepolis Luxury Cinemas, 8 Hillsdale Mall Parking Lot, 60 31st Avenue, San Mateo, CA 94403 Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Holly Ornelas - T. Rowe Price, Grant Martin - MFS and Joseph Yastrub - Neuberger Berman 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, Vice President at BlackRock Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Grant Martin, Sr. Regional Consultant - MFS Student of the Market