Upcoming events

The Tax Calm Before the Storm

PDT

Maggiano's Little Italy, 3055 Olin Avenue, San Jose, CA 95128

James Bergeron, Advisor Education Consultant - Nuveen

WisdomSource, A private wealth advisory practice of Ameriprise Financial Services, LLC

Nuveen and Fidelity

Taking full advantage of tax certainty while planning for changes to come

To reserve a spot: call us at 408.963.2353 or email us at Pamela.Owens@ampf.com

Taking full advantage of tax certainty while planning for changes to come

Past events

Please join Ameriprise Financial for King Lear, ‘Tony Soprano', and the Lessons of Wealth Transfer

PST

Fiorillo’s Restaurant, 638 El Camino Real, Santa Clara, CA 95050

Ben Rizutto, Wealth Strategist - Janus Henderson Investors

WisdomSource Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Janus Henderson Investors

Your legacy or wealth transfer plan is both financial and non-financial and requires a lot of thought, discussion and consideration. This seminar helps clients in building successful wealth transfer strategies by highlighting well-known estate battles.

While you might not think you have much in common with King Lear, Tony Soprano or other celebrities, we’ll see how the issues associated with their estates provide important lessons for families whatever their level of wealth.

Topics include:
•Utilizing a document location system
•Rationalizing amounts, timing, and structures
•Managing estate taxes
•Appointing the right agents, executors, and trustee
•Preparing and educating heirs

An Economic and Market Outlook

PST

Join this event online

Russell T. Price, CFA® , Chief Economist - Ameriprise Financial

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

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.

Ameriprise Financial Presents Family Wealth Education: From Theory to Practice

PDT

Fiorillo’s Restaurant, 638 El Camino Real, Santa Clara, CA 95050

Join this event online

James A. Bergeron JD, Managing Director, Advisor Education Nuveen

WisdomSource Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

Nuveen and American Century

Family Wealth Education

This is an informational seminar. There is no cost or obligation. Sponsored by Nuveen and American Century. Nuveen, American Century 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 or, 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.

5871617ACMR0823

Virtual Event on Meditation for High Performance

PDT

Join this event online

Pema Sherpa, Mindfulness Teacher & Researcher, Consultant - Ameriprise Financial Services, LLC

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

Columbia Management Investment Advisers, LLC

What you’ll learn:

•How Meditation can boost Performance

•How to Meditate for Success

•How to Turn Meditation into an Enduring Habit

What you'll get:

•Meditation 101: Beginner’s Meditation Guidebook

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

Pema Sherpa is not affiliated with Ameriprise Financial.

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Topgolf – Golfing and Seminar Presentation

PDT

Top Golf , 10 Topgolf Drive, San Jose, CA 95002

Shane Kennedy, Regional Vice President - Columbia Threadneedle Investments

WisdomSource Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

Columbia Management Investment Advisers, LLC

Capital Markets Outlook and Opportunities

Lunch Presentation- 12pm-12:30pm

Golf- 12:30pm-2:30pm

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
This seminar is sponsored by Columbia Management Investment Advisers, LLC.
This is an informational seminar. There is no cost or obligation.
Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC.
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.
Columbia Threadneedle and Ameriprise Financial Services, LLC, are affiliated.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
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