Upcoming events

Markets Update

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Phil Nguyen, CFS®, APMA®, Financial Advisor and Managing Director - Ameriprise Financial

Phil Nguyen

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

To reserve a spot: call us at 408.963.2259 or email us at Amber.Hopfensperger@ampf.com
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.

Past events

Virtual Health and Wellness Discussion – The Power of Food

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Kristen Brogan , Author, Professional Speaker, Superfood Chef, and The Registered Dietitian at On Target Living - Target Living

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

Christopher Gowe, Columbia Threadneedle Investments

Today more than ever before we have become fascinated with the subject of nutrition. Keto, Paleo, Intermittent Fasting, Apple Cider Vinegar, Probiotics, Turmeric, Supplements, GMO’s, Organic, Calories—the list is long and continues to grow! This engaging, fun, and educational presentation will teach you how to navigate the confusing worldof nutrition and develop an eating plan that you enjoy and makes you feel and be your best!

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

Columbia Threadneedle is an affiliatewith Ameriprise Financial.

Ameriprise Financial Services, LLC,Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved.

3977552ACMR1221

Securing Your Retirement – Transforming Social Security Into A Winning Retirement Strategy

PDT

Fiorillo’s, 638 El Camino Real, Santa Clara, CA 95055

Join this event online

Jen Taboada, Vice President - Wealth Education Specialist, BlackRock

Phil Nguyen and Todd Ferreira, Financial Advisors with NF Wealth A financial advisory practice of Ameriprise Financial Services, LLC

BlackRock

Securing Your Retirement –Transforming Social Security into A Winning Retirement Strategy

Join us for an overview of:

  • How Social Security benefits work for you and your spouse
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement

Ameriprise office is located at 225 W. Santa Clara St, Ste1600 San Jose CA 95113

This is an informational event. There is no cost or obligation. Sponsored by BlackRock. BlackRock and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.

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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4676940ACMR0422

You are invited to a Special Event: Topgolf –golfing and seminar presentation

PDT

Top Golf, 10 Topgolf Drive, San Jose, CA 95002

JD Nielsen , Vice President - First Trust Portfolios L.P.

Todd Ferreira and Phil Nguyen, Financials Advisor with NF Wealth A financial advisory practice of Ameriprise Financial Services, LLC

First Trust Portfolios L.P.

The Road to Recovery -Presented by: JD Nielsen Vice President with First Trust Portfolios L.P.

This is an informational event. There isno cost or obligation.

This seminar is sponsored by First Trust Portfolio L.P.. First Trust PortfoliosL.P. and its representatives are not affiliated with AmeripriseFinancial.

Investment products are not federally orFDIC-insured, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.

Ameripriseoffice is located at 225 W. Santa Clara St, Ste 1600 San Jose CA95113
Ameriprise Financial Services, LLC Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved. 3754267ACMR0921

You are invited to a Special Event: Topgolf –golfing and seminar presentation

PDT

Topgolf, 10 Topgolf Drive, San Jose, CA 95002

JD Nielsen , Vice President - First Trust Portfolios L.P.

Todd Ferreira and Phil Nguyen, Financial Advisors with NF Wealth A financial advisory practice of Ameriprise Financial Services, LLC

First Trust Portfolio L.P.

The Road to Recovery - Presented by: JD Nielsen Vice President with First Trust Portfolios L.P.

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

This seminar is sponsored by First Trust Portfolio L.P.. First Trust Portfolios L.P. and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA95113
Ameriprise Financial Services, LLC Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved. 3754267ACMR0921

Midterm Elections Forecast and Policy Update

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Join this event online

Elizabeth Varley , Vice President - Federal Government Affairs Columbia Threadneedle

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

Columbia Threadneedle Investments

During this complimentary session, we’ll discuss

• The Biden administration’s direction on taxation, stimulus and policy

• Our economy’s post-pandemic recovery

• The Democrats control and impact on all three branches of government

This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with Ameriprise Financial.

Investment products are not federally, or FDIC insured, are not deposits of or obligations of, 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.

© 2021 Ameriprise Financial, Inc.All rights reserved. 3953747ACMR0721