Common Types of Fraud: How to protect yourself and your loved ones Date: Sunday, July 13, 2025 Time: 5:00 PM - 6:00 PM PDT Join this event online Presented By: Navneet Pahal, Private Wealth Advisors - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: call us at 619.358.9893 or email us at navinawealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
History of the Medici Bankers through art Date: Saturday, May 17, 2025 Time: 11:00 AM - 12:00 PM PDT Join this event online Presented By: Elaine Ruffolo, Art Historian Hosted By: Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this 60-minute virtual experience, art historian Elaine Ruffolo will use art to explore the history of the Medici Bankers. Through innovative financial practices and shrewd business acumen, the Medicis built a banking empire that became the largest and most respected in Europe during the 15th century. Join us as Elaine takes us through the history of the Medici family, including their rise in banking and finance and their influence on politics and the Renaissance. This is an informational seminar. There is no cost or obligation. Elaine Ruffolo is not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7873944ACMR0425
Shredding Event Date: Monday, April 14, 2025 Time: 9:00 AM - 5:00 PM PDT Location: Navina Wealth, 41973 6th Street, Suite C, Temecula, CA 92590 Hosted By: Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Simply pull up in your car, drop off your items in shredding box. Stick around for snacks and good conversation. Thorough and safe document destruction program One bag limit, please No RSVP necessary There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
How to navigate volatile markets Date: Thursday, March 6, 2025 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Supal Vora, Private Wealth Advisor - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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.
2025 Investment Outlook & Themes Date: Thursday, January 9, 2025 Time: 7:00 PM - 8:00 PM EST Join this event online Presented By: Supal Vora, Private Wealth Advisor and Chief Executive Officer - Navina Wealth Hosted By: Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC As we turn the corner into a new year, our Ameriprise Investment Research Group continues to watch for developments in the markets and economic environment.During this complimentary presentation we discuss these trends that are likely to become key drivers in the coming year and share our perspectives. Supal Vora, CA Insurance #0E06794 This is an informational event. There is no cost or obligation to attend. 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.© 2024Ameriprise Financial, Inc., All rights reserved. 7472642ACMR1224
2025 Investment Outlook & Themes Date: Thursday, January 9, 2025 Time: 6:00 PM - 7:00 PM PST Join this event online Presented By: Supal Vora, Private Wealth Advisor and Chief Executive Officer - Navina Wealth Hosted By: Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC As we turn the corner into a new year, our Ameriprise Investment Research Group continues to watch for developments in the markets and economic environment. During this complimentary presentation we discuss these trends that are likely to become key drivers in the coming year and share our perspectives. Supal Vora, CA Insurance #0E06794 This is an informational event. There is no cost or obligation to attend. 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.© 2024Ameriprise Financial, Inc., All rights reserved. 7472642ACMR1224