How to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: Richard Bologna, Financial Advisor Know what scams look like and what red flags to look out for Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams Resources available to you as an Ameriprise client To reserve a spot: email us at shiva.fakurnejad@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
The Tax Calm Before the Storm Date: Thursday, March 28, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Maggiano’s Little Italy, 3055 Olin Ave, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant Nuveen Hosted By: Richard Bologna, Financial Advisor Sponsored By: Nuveen and Fidelity Taking full advantage of tax certainty while planning for changes to come
Leveraging all technology available to you at Ameriprise Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Will Chase, Senior Director - Ameriprise Hosted By: Richard Bologna, Financial Advisor Demonstrating how we can work together more effectively, online. Showcasing how Ameriprise and your advisor work with online security, plus the Ameriprise online security guarantee. Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app. Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online.
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:30 PM PST Join this event online Presented By: Russell T. Price, CFA® Chief Economist - Ameriprise Financial Hosted By: Richard Bologna, Financial Advisor Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a "Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Price holds bachelor’s degree in economics from East Stroudsburg University, and an MBA in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA)designation.
Movie Night Date: Thursday, December 21, 2023 Time: 4:30 PM - 8:00 PM PST Location: AMC Saratoga, 700 El Paseo de Saratoga , San Jose, CA 95130 Hosted By: Richard Bologna, Financial Advisor private screening of Aquaman and the Lost Kingdom There is no cost orobligation. Refreshments are not included. Sponsored by First Eagle. First Eagle and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.
Virtual Event on Meditation for High Performance Date: Tuesday, June 20, 2023 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Pema Sherpa, Mindfulness Teacher & Researcher, Consultant Hosted By: Richard Bologna, Financial Advisor, Ameriprise Financial Services, LLC • How Meditation can boost Performance • How to Meditate for Success • How to Turn Meditation into an Enduring Habit Pema Sherpa is not affiliated with Ameriprise Financial