The Tax Calm Before the Storm - Taking full advantage of tax certainty while planning for changes to Date: Wednesday, February 25, 2026 Time: 6:00 PM - 8:00 PM PST Location: Maggiano's Little Italy, 3055 Olin Ave, San Jose, CA 95113 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: James Park, Branch Manager Sponsored By: Nuveen To reserve a spot: call us at 408.963.2250 or email us at luzaida.v.pietri@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Nuveen 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. | 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. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Market & Economic Update Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell Price, Financial Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP®, CHFC®, CRPC®, AWMA® Regional Vice President with Ameriprise Financial Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to beheld and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. 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.