Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Investment Hosted By: James A. Frisone, Regional Vice President CFP®, CHFC®, CRPC®, AWMA® What You’ll Learn:•An introduction to Medicare: coverage and costs•How and when to enroll•Coordinating Medicare with other insurance•Resources to support your journey For more information: call us at 805.277.5155 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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.©2025 Ameriprise Financial, Inc. All rights reserved
Social Security : Preparing for Retirement Date: Tuesday, July 29, 2025 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Jordan Riggs, Social Security Consultant with MFS Hosted By: Gabler, Nino & Associates During this complimentary session, we’ll addressimportant components of Social Security benefits. We'll talk about how SocialSecurity benefits are calculated and discuss options for anyone who has everbeen married, as well as the role of taxes and your retirement plan. We’llalso look at the newly passed Social Security Fairness Act, which may increase Social Securitybenefits for people with a non-covered pension through the elimination of the WindfallElimination Provision (WEP) and the Government Pension Offset (GPO). This is an informational seminar. There is no cost or obligation.This event is sponsored by: MFS. These sponsors and representatives are not affiliated with Ameriprise Financial.Always consult a Social Security agent or attorney regarding your specific Social Security decisions.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.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.© 2025 Ameriprise Financial, Inc. All rights reserved.
Join us for a shredding event Date: Thursday, July 24, 2025 Time: 12:00 PM - 2:00 PM PDT Location: Ameriprise Westlake Village Office Courtyard, 3027 Townsgate Rd. , Courtyard, 91361, CA 91361 Presented By: Taylor Shoop, Branch Manager Hosted By: Taylor Shoop Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.
Social Security Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, CFP® , Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Regional Vice President Please join us for a Social Security Virtual Event This is an informational seminar. There is no cost or obligation. MFS Fund Distributors, Inc. And its representatives are not affiliated with Ameriprise Financial, Inc. Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.
Artificial Intelligence-Future or Hype Date: Thursday, March 6, 2025 Time: 5:30 PM - 8:00 PM PST Location: Fogo de Chao, 2250 Thousand Oaks Blvd , Thousand Oaks, CA 91362 Presented By: George Russell, CFA, Sr. Client Portfolio Manager - Franklin Equity Group Hosted By: Ameriprise Financial-Westlake Village Branch Sponsored By: Jeff Volmer, Vice President, Franklin Templeton This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Franklin Templeton Distributors, LLC Franklin Templeton Distributors, LLC 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.© 2025 Ameriprise Financial, Inc. All rights reserved.