TACOS & SHRED DAY Date: Thursday, April 9, 2026 Time: 11:30 AM - 1:30 PM PDT Location: Ameriprise Financial, 4655 Executive Drive, Suite 300, San Diego, CA 92121 Presented By: John Lundy , Vice President, Market Leader - Franklin Templeton Investments Hosted By: Brian Wilverding Sponsored By: Associate Manager, Managing Director Ameriprise invites you to join us for an afternoon of shredding documents and eating delicious tacos. Please Join us in our office Suite 300 for the shredding from 11:30am-12:30pm, then head on down to the courtyard, from 12:30pm-1:30pm for lunch. To reserve a spot: call us at 858.535.1331 or email us at arna.rin@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. Franklin Templeton Investments 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8809981ACMR0326
Market & Economic Update Date: Tuesday, January 27, 2026 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell Price , Chartered Financial Analyst® (CFA) - Ameriprise Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. Thisis an informational seminar. There is no cost or obligation. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investments Hosted By: James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA® Sponsored By: Ameriprise Financial Services, LLC We would like to invite you to join us for a timely virtual seminar about Understanding Medicare from A to D. During this virtual seminar you will learn about the following: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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 8387998ACMR0925