Upcoming events

What type of legacy will you leave?

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone, Regional Vice President

Ameriprise Financial Services, LLC

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed

•Give to loved ones or charities important to you

•Help reduce taxes and leave a larger legacy
For more information: call us at 831.643.6352 or email us at polly.richardson@ampf.com

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

RiverSource is an affiliate of 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.

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

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life.

Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved. 8108503ACMR0725

Past events

Investment Insights and Dinner

PDT

Fairway Laguna Seca, 10520 York Road , Monterey, CA 93940

Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group

Monterey/San Jose Branch of Ameriprise Financial

Franklin Templeton, First Trust, and Goldman Sachs

“Artificial Intelligence: future, or hype?” Presented by Russell George, CFA, Institutional Portfolio Manager with Franklin Equity Group

“Turns In The Road" Presented by Jake Krejci, Vice President with First Trust Portfolios

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

This event is sponsored by: Franklin Templeton, First Trust, and Goldman Sachs. The third party companies mentioned and their 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.

Social Security Preparing for Retirement - Virtual Event

PDT

Join this event online

Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc.

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

Social Security: Preparing for Retirement

Market & Economic Outlook Webinar

PDT

Join this event online

Russell Price, Chartered Financial Analyst® (CFA)

Chuck Evans, AIF, AWMA, Financial Advisor - Managing Director

Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications.

Artificial Intelligence: future, or hype?

PST

Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125

Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group

Ameriprise Financial San Jose Branch

Franklin Templeton

Ameriprise Financial Services, LLC, presents:

“Artificial Intelligence: future, or hype?”

This is an informationalseminar. There is no cost or obligation.

This event is sponsored by: Franklin Templeton. These sponsors and 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.