Past events

Common types of fraud: How to protect yourselves and your loved ones

  • Anthony Perez, MBA, CFP®, Private Wealth Advisor - Orchard Financial Group
  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary seminar, we’ll talk about common types of fraud and scams, and help you:

  • Learn how to identify and avoid falling victim to a scam
  • Understand the resources available to you as an Ameriprise client

Orchard Financial Group Adopt-A-Family Gift Drive

  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Each year, our team here at Orchard Financial Group strives to giveback—especially during the holiday season. As this tumultuous year ends, we are reminded more than ever of our commitment to giving back to our local communities. This year we are excited to adopt a local West LA family through the Los Angeles Department of Public Social Services Adopt-A-Family program.

For over 30 years, DPSS has organized this holiday tradition to support families they serve and have a significant hardship during the holidays.

We’ve adopted a family of three—the mother supports two wonderful daughters in the West Los Angeles region. Unfortunately, this family has fallen on hard times, and they have expressed how thankful they are to have this program as a bright spot during the holidays.

If you’d like to help us fulfill the family’s holiday wish lists, please feel free to reach out to our office for more information. All donated items can be dropped off at our office or we can arrange for a staff member to come pick them up.

There is no cost or obligation for this event.

We cannot accept monetary donations.

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Fall Flower Arranging- Virtual

  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

While we may be entering a holiday season that looks a little different, our team invites you to spend an afternoon creating fresh flower arrangements to enjoy while at home. We will ship you a flower supply kit and host the online forum- just add flowers* for this one-of-a-kind arrangement experience.

There is no cost or obligation.

*For attendees in at-risk groups, we have happily arranged for alternative supply delivery.

Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. The Compass is a trademark of Ameriprise Financial, Inc.Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2020 Ameriprise Financial, Inc. All rights reserved. 3311230ACMR1120

Five things to know about Medicare

  • Anthony Perez, MBA, CFP®, Private Wealth Advisor - Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Orchard Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

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 seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement