Virtual Event on how to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:30 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance - Ameriprise Financial INC Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA® , Regional Vice President with Ameriprise Financial Sponsored By: Columbia Threadneedle Investments Whatyou’ll learn: Know what scams look like and what red flags to look out for Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams Resources available to you as an Ameriprise client This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6511283ACMR0424
Are you leveraging all the technology available to you at Ameriprise? Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director - Ameriprise Financial Services, LLC Hosted By: Phil Nguyen and Todd Ferreira, Financial Advisors with NF Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Learn more about the following: •Get “on-the- go” access •Message Center •Statements & Documents • Total View • Using e-Signature Personalize your Accounts This is an informational seminar.There is no cost or obligation. Not FDIC Insured|No FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6373079ACMR0224
Please join Ameriprise Financial for King Lear, ‘Tony Soprano', andthe Lessons of Wealth Transfer Date: Wednesday, February 21, 2024 Time: 6:00 PM - 7:15 PM PST Location: Fiorillo’s Restaurant, 638 El Camino Real, Santa Clara, CA 95050 Presented By: Ben Rizutto, Wealth Strategist - Janus Henderson Investors Hosted By: Phil Nguyen, Financial and Todd Ferreira, Advisor with NF Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Janus Henderson Investors Your legacy or wealth transfer plan is both financial and non-financial and requires a lot of thought, discussion and consideration. This seminar helps clients in building successful wealth transfer strategies by highlighting well-known estate battles. While you might not think you have much in common with King Lear, Tony Soprano or other celebrities, we’ll see how the issues associated with their estates provide important lessons for families whatever their level of wealth. Topics include:•Utilizing a document location system•Rationalizing amounts, timing, and structures•Managing estate taxes•Appointing the right agents, executors, and trustee•Preparing and educating heirs This is an informational seminar. There is no cost or obligation. Sponsored by Janus Henderson Investors. Janus Henderson and investors 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 or, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6306441ACMR0224
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA® , Chief Economist - Ameriprise Financial Hosted By: Jamie Frisone CFP®, CRPC®, ChFC®, AWMA®, Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Economic and Market Outlook Presented by: Russell T. Price, CFA® Chief Economist with Ameriprise Financial
Ameriprise Financial Invites you to a private screening of Aquaman and the Lost Kingdom Date: Thursday, December 21, 2023 Time: 5:00 AM - 7:30 AM PST Location: AMC Saratoga, 700 El Paseo de Saratoga , San Jose, CA 95130 Presented By: Ameriprise Financial Services, LLC Hosted By: PHIL NGUYEN, CFS®, APMA™, FINANCIAL ADVISOR | MANAGING DIRECTOR AND TODD FERREIRA, APMA® FINANCIAL ADVISOR | VICE PRESIDENT WITH NF WEALTH MANAGEMENT, A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINAN Sponsored By: First Eagle Aquaman and the Lost Kingdom There is no cost orobligation. Refreshments are not included. Sponsored by First Eagle.First Eagle and their representatives are not affiliated with AmeripriseFinancial. Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved