Our 2nd Annual: Tax Relief and Relax, 2026 Date: Thursday, April 23, 2026 Time: 5:15 PM - 7:30 PM EDT Location: Marlin Bar, Tommy Bahamas’ Restaurant, 551 5th Ave, New York, NY 10176 Hosted By: James Lombardo, Private Wealth Advisor and Managing Director, Clear Ocean Capital Advisors Sponsored By: Kevin Golden, Vice President – Market Leader, with Franklin Templeton and Frank Russomano Vice President - Private Wealth, Blue Owl Capital Join us for a well-deserved break from the tax season at the Marlin Bar, Tommy Bahamas’ Restaurant Refreshments and hors d’oeuvres will be served. There is no cost or obligation. Franklin Templeton, and Blue Owl and its representatives are not affiliated with Ameriprise Financial.
Artificial Intelligence – Future or Hype? Date: Thursday, April 9, 2026 Time: 5:15 PM - 6:00 PM EDT Join this event online Presented By: Greg Manger, Sr. Client Portfolio Manager - Franklin Templeton Hosted By: James Lombardo, Private Wealth Advisor and Managing Director of Clear Ocean Capital Advisors Join us for an engaging seminar that explores one of the most transformative innovations of our time – Artificial Intelligence. Discover why experts believe Generative AI isn’t just hype, but a game-changing platform poised to redefine productivity across every industry. Explore real-world applications, uncover strategies for businesses and investors, and gain insights into how AI is reshaping the global economy. Don’t miss this chance to gain valuable insights and learn how to navigate the opportunities and challenges of this new AI era. This is 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved
Anatomy of a Recession Date: Thursday, January 22, 2026 Time: 5:15 PM - 6:00 PM EST Join this event online Presented By: Presented by Matthew Reardon , Senior Market Strategist - Franklin Templeton Hosted By: Private Wealth Advisor James Lombardo Sponsored By: James Lombardo: Private Wealth Advisor and Managing Director Clear Ocean Capital Advisors invites you to a special event: Franklin Templeton's: The Anatomy of a Recession This complimentary session will touch on the important variables that can impact the economy and markets. This is an informational seminar. There is no obligation or cost for this event. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc., All rights reserved. 7718507ACMR0325