Events

Past Events

Examining the Tax Cuts and Jobs Act

Stephen Fox, Regional Advisor Consultant - Putnam Investments

Hosted by Phil Nguyen Financial Advisor and Todd Ferreira Financial Advisor with NF Wealth Management, An advisory practice of Ameriprise Financial Services, Inc

T he presentation will focus on:

  • Key provisions of the new law
  • Planning considerations and strategies

Ameriprise Financial Services, Inc

Sponsored by: American Century and Dreyfus Investments.

Putnam Investments, American Century, Dreyfus Investments and their representatives are not affiliated with Ameriprise Financial.

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.

The Ameriprise office is located at 1919 S Bascom Ave, Suite 100 Campbell CA 95008.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

Movie Night!

Phil Nguyen, CFS®, APMA®, Financial Advisor and Todd Ferreira, APMA®, Financial Advisor with NF Wealth Management. A financial advisory practice of Ameriprise Financial Services, Inc.

Private Movie Screening of Mary Poppins Returns

Ameriprise Financial

There is no cost or obligation. Refreshments are not included.

Ameriprise office located at1919 S. Bascom Ave, Suite 100 Campbell CA 95008

Images are Copyright of Microsoft Office 2010

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2018 Ameriprise Financial, Inc. All rights reserved.

Medicare Explained

Marcelo Espiritu, Product Analyst - Health Insurance Counseling & Advocacy Program at Sourcewise

Phil Nguyen, CFS®, APMA®, Financial Advisor and Todd Ferreira, APMA®, Financial Advisor with NF Wealth Management. A financial advisory practice of Ameriprise Financial Services, Inc.

During this complimentary presentation, the following topics will be addressed:

  • Medicare basics
  • Medicare choices and options

Ameriprise Financial

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

Source wise and their representatives are not affiliated with Ameriprise Financial, Inc.

The Ameriprise office is located at 1919 S. Bascom Ave, Suite 100 Campbell CA 95008.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.