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.

Social Security & Medicare Virtual Event

PDT

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Jennifer Taboada, Director - BlackRock Business Consulting

Gilbert Financial Advisors

Please join us for a virtual webinar. "Securing Your Retirement - Transforming Social Security into A Winning Retirement Strategy" & "Making Medicare Work for You."