Upcoming events

Estate Planning: Plan To Give More

PDT

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

James A. Frisone, Regional Vice President, CFP®, CHFC®, CRPC®, AWMA®

What type of legacy will you leave?

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 480.981.5000

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 foryou, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource LifeInsurance 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

Social Security: Preparing for Retirement

PDT

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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

Please join us for a social security virtual event.

If you know of any friends that could benefit from learning more about Social Security, please forward the invitation.

Market and Economic Outlook Webinar

PDT

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Russell Price, Chartered Financial Analyst® (CFA), Ameriprise Chief Economist - Ameriprise Financial Services, LLC

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

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

Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters, and has appeared in many other national media outlets.

Prior to joining Ameriprise Financial, Price was the senior economist for H&R Block Financial Advisors for seven years. He was also a generalist equity research analyst for more than six years.

Holiday Photo Event

MST

Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234

Gilbert Financial Advisors

We invite you to bring your family, extended family, friends and neighbors to have your picture taken by a professional photographer for the holidays. We will have two beautifully staged backdrop options.

7 Things No One Tells You About Retirement

PDT

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Christopher Gowe, Division Manager - Columbia Threadneedle Investments

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

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.