Upcoming events

Virtual Cooking with Food Coach, Shelley Loving

PDT

Join this event online

Shelley Loving, Food Coach

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

Putnam Investments

Join us as Food Coach, Shelley Loving, puts a healthy twist on some holiday side dishes.

Recipes will be available for distribution following our event.

To reserve a spot: call us at 916.789.9393

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

Putnam Investments and its representatives are notaffiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. MemberFINRA andSIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved. 5238093ACMR1122

Past events

Making it Last: Tax Smart Withdrawals

PDT

Granite Bay Golf Club , 9600 Golf Club Drive, Granite Bay, CA 95746

Eric Momsen, Vice President, Senior Advisor Consultant - Franklin Templeton

Roseville and Auburn Branches of Ameriprise Financial

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

Franklin Templeton 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.

An All-Weather Approach to Investing: Lessons for a Lifetime of Investing

PDT

The Ridge Golf Course & Events Center, 2020 Golf Course Road, Auburn, CA 95602

John Gutowski , Regional Manager - Lord Abbett & Co, LLC

Roseville and Auburn Branches of Ameriprise Financial

During this complimentary session, you’ll learn:

· How the market rewards long-term investors

· Weaknesses and buying opportunities

· Time in the market vs. not market timing

· How diversification is important

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

Lord Abbett 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved

Social Security

PDT

Randy Peters Event Center , 105 Vernon Street , Roseville , CA 95678

Ian Wetherell , Senior Director - Principal Funds

Roseville/ Auburn Offices of Ameriprise Financial

The seminar covers the following:

  • Know Your Benefit
  • Understand Your Options
  • Maximize Your Benefit
  • Getting Started

This is an informational seminar. There is no cost or obligation. Principal Funds and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax or legal issues. 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, Inc. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc., All rights reserved

A Quarterly Update on the Direction of the Markets

PDT

The Ridge Golf Course, 2020 Golf Course Road, Auburn, CA 95602

Neil Leahey, CIMA®, AIF® - Amundi Asset Management

Roseville and Auburn Branches with Ameriprise Financial

Join us for dinner and a special event!

This is an informational event. There is no cost or obligation. Amundi Asset Management is 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC © 2022 Ameriprise Financial Inc. All rights reserved.