Past events

Walnut Creek Branch 8th Annual Golf Tournament

PDT

Blackhawk Country Club, Falls Course Clubhouse, 3521 Country Club Place, Danville, CA 94506

David L Shackelford, CFP®, CRPC™ | Branch Manager | Vice President | Walnut Creek Advisors

Mark Murphy, Senior Wealth Consultant | DWS Distributors, Inc

PM 11:00 AM Check In | 12:00 PM Shotgun start | Refreshments served during play | 4PM - Happy Hour & Prizes

Platinum Sponsors

JD Lindert, VP Regional Sales Director | Ares Wealth Management Solutions, Jordan Selvin, CIMA ®, Senior Regional Consultant | MFS Investment Management, Jon Stickney, Regional Vice President | CNL Securities Corp, Rick Johnson | First Trust Investments

Gold Sponsors

Tod McMichaels, CIMA ® , VP Regional Wealth Management Consultant | American Century Investments Shane Kennedy, CMFC, CRPC, Senior Regional Advisor Consultant | Columbia Threadneedle, Christian Reinauer, CFA, Regional Manager - Nor Cal | Lord Abbett, Jared Stignall, Senior Regional Director | Virtus Investment Partners, INC, Neil Conway, VP Regional Sales Coordinator | PGIM Investments, LLC, Kyle Gilbertson, Regional VP | RiverSource Annuities

There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420, Walnut Creek, CA 94596 (Phone) 937-0500.

Third party companies mentioned above and their representatives are not affiliated with Ameriprise Financial, Inc. Columbia Threadneedle & RiverSource Annuities and their representatives are affiliated with Ameriprise Financial, Inc.

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 Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 5619938ACMR0423

A night at the movies - Indiana Jones and the Dial of Destiny

PDT

Century Pleasant Hill Theatre , 125 Crescent Dr, Pleasant Hill, CA 94523

Ameriprise Financial - Walnut Creek Branch Advisors

Thomas Schmidt, Putnam Investments

Indiana Jones and the Dial of Destiny

Sponsored by Thomas Schmidt, Putnam Investments

There is no cost or obligation to attend.

Putnam and its representatives are not affiliated with Ameriprise Financial, LLC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Meditation for High Performance

PDT

Join this event online

Pema Sherpa, Mindfulness Teacher & Researcher, Consultant

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

Columbia Threadneedle Investments

Wewould like to invite you to join us for a timely virtual seminar aboutMeditation for High Performance. During this virtual seminar you will learnabout the following:

  • 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

How to register: CLICK HERE to Register for this Event!

Registration closes 24hrs before the event or when we reach max capacity.

To ask a question, please send questions in advance to: PacDesertRegion@ampf.com

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

Pema Sherpa is not affiliated withAmeriprise Financial.

Columbia Threadneedle Investmentsis an affiliate of Ameriprise Financial inc.

Ameriprise Financial Services, LLC. MemberFINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5619840ACMR0423

Wine Tasting Event

PDT

William Welch Winery Tasting Room, 837 Main Street, Martinez, CA 94553

David L Shackelford, CFP® CRPC™ | Branch Manager | Walnut Creek Advisors

Neil Leahey, CIMA® AIF® | Amundi Asset Management, Brian Nash, Regional Director | Goldman Sachs & Grace Holzer, VP, Advisor Consultant - NoCal | First Eagle Funds

Join us for a special wine tasting event.

FOOD: Catering by Tina

MUSIC: The Breedloves

The Breedloves are the Bay Area’s BELOVED PERFORMING DUOPLAYING A DIVERSE COLLECTION OF ORIGINAL styles that draws influences from flamenco, classic rock, and pop, with a unique blend of fast fingering ukulele playing!

There is no cost or obligation. The Walnut Creek Branch is located at 100Pringle Avenue, Suite 420, Walnut Creek, CA 94596.

Amundi Asset Management, Goldman Sachs &First Eagle Funds and its representatives are not affiliated with Ameriprise Financial, Inc

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved. 5506449ACMR0323

Virtual Understanding Medicare

PDT

Join this event online

Danielle K Roberts | Medicare Expert - John Hancock Investments

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

Join us to discuss: How Medicare works, what Medicare costs and what is covered and how to avoid pitfalls

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

Danielle Roberts and John Hancock are not affiliated with Ameriprise Financial,Inc.

Not FDIC or NCUA Insured | NoFinancial Institution Guarantee | May Lose Value

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved.

5186281ACMR1122