Past events

Higher taxes likely in 2022: Who will be impacted and by how much?

  • James A. Bergeron, Advisor Education Consultant - Nuveen Securities, LLC
  • Ryan Piwowarski - Branch Manager
  • Ameriprise Financial - Vancouver Office

Presented by James A. Bergeron, J.D., Advisor Education Consultant with Nuveen Securities, LLC, this virtual seminar will cover the current state of the tax reform process, key proposals on the table and the likelihood of change, where the process goes from here, and the opportunity for clients and advisors to begin thinking about year-end planning.

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

Sponsored by Nuveen Securities, LLC

Nuveen Securities, LLC is not affiliated with Ameriprise Financial.

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.

Investment products are not federally or FDIC-insured, 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 Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Shred-It Event bring your documents in for secure disposal

  • Ameriprise Financial - Vancouver Office
  • Ameriprise Financial

Box up any sensitive documents that have been hanging around your home and bring them to our office for proper disposal.

There is no cost or obligation.

Investment products are not federally or FDIC-insured, 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 Services, LLC. Member FINRA and SIPC.

Shred-It Event bring your documents in for secure disposal

  • Ameriprise Financial - Vancouver Office
  • Ameriprise Financial - Vancouver Office

Box up any sensitive documents that have been hanging around your home and bring them to our office for proper disposal.

There is no cost or obligation.

Investment products are not federally or FDIC-insured, 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 Services, LLC. Member FINRA and SIPC.

Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy

  • Mike Graci, Director of Investments - Blackrock
  • Jamie Frisone, Regional Vice President with Ameriprise Financial Services, LLC
  • Ameriprise Financial

During this presentation, you will learn about:

  • The basics of Social Security
  • Making a claiming decision
  • The future of Social Security

This is an informational seminar. There is no obligation or cost to attend. BlackRock and its representatives are not affiliated with Ameriprise Financial Services LLC

Investment products are not federally or FDIC -insured, 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 Services, LLC. Member FINRA and SIPC.

The Power of Feeling Your Best

  • Chris Johnson, Founder & CEO - On Target Living
  • Jamie Frisone CFP®,?CRPC®,?AWMA® , Regional Vice President
  • Putnam Investments

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

Your guide to balance, energy, and vitality

REST,EAT, and MOVE to help feel your best

Tools and strategies for immediate action.

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

On Target Living, Putnam Investments and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.