Investment Insights and Dinner Date: Tuesday, April 22, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Fairway Laguna Seca, 10520 York Road , Monterey, CA 93940 Presented By: Russell George, CFA, Institutional Portfolio Manager - Franklin Equity Group Hosted By: Monterey/San Jose Branch of Ameriprise Financial Sponsored By: 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 Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® , Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: 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 Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) Hosted By: 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? Date: Tuesday, February 11, 2025 Time: 6:00 PM - 7:30 PM PST Location: Three Flames Restaurant, 1547 Meridian Ave, San Jose, CA 95125 Presented By: Russell George, CFA, , Institutional Portfolio Manager - Franklin Equity Group Hosted By: Ameriprise Financial San Jose Branch Sponsored By: 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.