Upcoming Events

San Diego Summer Concert Series

  • Pacific Coast Financial Planning Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Pacific Coast Financial Planning Group Invites you to join us for a concert at the park!

6pm Tuesday, August 20, 2019

Location: Del Mar Powerhouse Park, 1658 Coast Blvd

Band: The Mighty Untouchables, a fun multi-cultural mix of all types of music

We will meet you there with blankets, snacks, and drinks!

To reserve a spot: call us at 858.693.7556 or email us at sharon.hunbbs@ampf.com

Past Events

San Diego Summer Concert Series

  • Pacific Coast Financial Planning Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Pacific Coast Financial Planning Group Invites you to join us for a concert at the park!

5:30pm Sunday, July 14, 2019

Location:Old Poway Park, 14134 Midland Road

Band:The Benedetti Trio – Family Trio cover a wide variety of musical genres

Please join us for the sounds of San Diego’s summer! We will meet you there with blankets, snacks, and drinks!

To reserve a spot: call us at 858.693.7556 or email us at sharon.hubbs@ampf.com

SEMINAR SERIES: Behavioral Finance in Today's Market

  • Mark Peterson, Director of Investment Strategy and Education - Blackrock
  • Pacific Coast Financial Planning Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for Behavioral Finance in Today's Market.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 858.693.7556 or email us at sharon.hubbs@ampf.com

This is an informational seminar. There is no cost or obligation. BlackRock 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 Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial,Inc. All rights reserved.

SEMINAR SERIES: Raising financially aware kids

  • Diane Gallagher, V.P., Director of Practice Management - American Century
  • Pacific Coast Financial Planning Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for Raising financially aware kids: Understanding the value of a dollar from toddler to teen

Monday, May 20, 2019 9am – 10am Pacific

The presentation will focus on: Values and Money, Learning to earn, Saving and Investing, Budgeting and Borrowing and Giving Back

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 858.693.7556 or email us at sharon.hubbs@ampf.com

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

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

SEMINAR SERIES: Essential Ingredients for Long-Term Investing

  • Lindsay Ardis, Regional Manager - Lord Abbett
  • Pacific Coast Financial Planning Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for Essential Ingredients for long term investing: The recipe for a Diversified Portfolio

During this complimentary seminar you’ll learn about: Essential ingredients for long-term investing; International stocks: a world of opportunity; Bonds: Income and Balance; and Diversification: a strategy for all seasons.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

For more information: call us at 858.693.7556 or email us at emily.coleman@ampf.com

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

Lord Abbett & Co. 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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.