Upcoming events

Virtual Event- How to Stay Safe from Identity Theft and Cybercrime

PDT

Join this event online

Jeff Lanza, Retired FBI Agent, Keynote Speaker

Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President with Ameriprise Financial Services, LLC

Macquarie Asset Management

We will have Jeff Lanza, Retired FBI Agent, Keynote Speaker, presenting on How to Stay Safe from Identity Theft and Cybercrime.

What you’ll learn:

  • The impact of technology
  • Understanding the threats
  • Protecting you and your family
  • Accountability and support
For more information: email us at PacDesertRegion@ampf.com

This is an informational event. There is no cost or obligation.

Jeff Lanza and Macquarie Asset Management 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.

© 2026 Ameriprise Financial, Inc. All rights reserved. 8913674ACMR0526

Virtual Estate Planning

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed•Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy
For more information: email us at PacDesertRegion@ampf.com

This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of 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.

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 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

InsuranceCo. of New York, Albany, New York. Affiliated with Ameriprise FinancialServices, LLC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8810030ACMR0326

Past events

Market & Economic Update

PST

Join this event online

Russell Price , Chartered Financial Analyst® (CFA) - Ameriprise

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

Thisis an informational seminar. There is no cost or obligation.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

Market Outlook

The Flying Pig Pub & Kitchen, 509 Mission Avenue, OCEANSIDE, CA 92045

Michael Walsh, Financial Advisor, Associate Vice President - Ameriprise

Michael Walsh - Financial Advisor, Associate Vice President with Ameriprise Financial

Gain valuable insights into current market trends and economic forecasts while enjoying a relaxed lunch with peers. This event is designed for clients and prospects who want to stay informed and make confident financial decisions.

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.
© 2025 Ameriprise Financial, Inc. All rights reserved.

8689063ACMR0126