Upcoming events

Capital Markets: Observations and Insights

PDT

You must RSVP to receive access credentials for this event or seminar.

David Zappone, Vice President and Senior Regional Director - Alger Management, Inc

John Soward, Private Wealth Advisor

During this complimentary session, we'll provide insights on today's market environment. We'll take a look at the long-term future of the economy and equity investing, explore secular investment trends like artificial intelligence and life science innovation, and briefly discuss the accelerating change in innovation.

To reserve a spot: call us at 951.276.8484 or email us at isabelle.szeto@ampf.com
RSVP Online

John Soward, CA License #0D90494

Stock investments involve risk, including loss of principal. High-quality stocks may be appropriate for some investment strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with investing in stocks, as they can lose value.

Companies involved in, or exposed to, AI-related businesses may have limited product lines, markets, financial resources or personnel as they face intense competition and potentially rapid product obsolescence, and many depend significantly on retaining and growing their consumer base.

Investing in innovation is not without risk and there is no guarantee that investments in research and development will result in a company gaining market share or achieving enhanced revenue.

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

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.

Past events

You're Invited to a Special Celebration!

PDT

Victoria Country Club, 2521 Arroyo Drive, Riverside, CA 92506

John R. Soward, CFP®, CPA Private Wealth Advisor

An exciting transformation is on the horizon for Soward & Associates, and we want you to be there to celebrate this momentous occasion with us!

Join us for an elegant evening filled with great company, refreshing drinks, and delightful hors d’oeuvres as we toast to a new chapter and the incredible journey ahead. This is more than just a gathering—it’s a night of celebration, appreciation, and exciting possibilities.

We encourage you to bring your guests, family, or colleagues as we mark this special milestone together.

Don’t miss this unforgettable evening as we honor our past, celebrate our present, and step boldly into the future.

We can't wait to share this special moment with you!

RSVP kindly requested by Friday, April 25th.

No cost or obligation to attend.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise, Inc. All rights reserved.

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