Upcoming events

Retain Your Brain: How to age-proof your most valuable asset

PDT

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Brian Briggs, Managing Director Applied Insights at Hartford Funds

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

“We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.”

What you’ll learn:

  • Your Age vs. your Brain’s Age
  • The Importance of Brain Health
  • How to Age-Proof Your Brain

A workbook will be available for distribution following our event.

For more information: call us at 480.981.5000

Past events

How to Protect Yourself and Your Loved Ones from Fraud

PDT

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Thor Nelson, VP-Compliance

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

What you’ll learn:

  • 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

Estate Planning Dinner Event

MST

Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234

Jeffrey R. Brooks, JD, Senior Wealth Strategist with the Specialist Consulting Group - Janus Henderson Investors

Seth A. Chamberlain, CFP®,ChFC®, Financial Advisor, Ameriprise Financial, LLC

Max Barnett – Janus Henderson Investors, Chris Rafferty – MFS Investment Management, Andrew Reilly – Principal Asset Management, Jack Zadigian – RiverSource

You and your guests are invited to an Estate Planning Dinner Event

“King Lear, ‘Tony Soprano,’ and the Lessons of Successful Wealth Transfer”

This is an informational seminar. There is no cost or obligation. Janus Henderson Investors, MFS Investment Management, Principal Asset Management and its representatives are not affiliated with Ameriprise Financial, Inc. RiverSource is an affiliate of Ameriprise Financial Inc. Ameriprise Financial, Inc, does not offer tax or legal advice. Consult with a tax advisor or attorney. 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 offices are located at 161 E Rivulon Blvd Ste 108, Gilbert, AZ 85297.

Ameriprise Financial Services, LLC., Member FINRA and SIPC

Are you leveraging all the technology available to you at Ameriprise?

PDT

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James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Services, LLC

Gilbert Financial Advisors

Learn more about the following:

  • Get “on-the-go” access
  • Message Center
  • Statements & Documents
  • Total View
  • Using e-Signature
  • Personalize your Accounts

Economic and Market Outlook

MST

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

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

You are invited to attend this special event, Economic and Market Outlook, presented by Russell T. Price, CFA®, Chief Economist with Ameriprise Financial.

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.