Past events

Social Security & Medicare - Cornerstones of Retirement

  • Neil Leahey, CIMA®, AIF®, Senior VP - Amundi Pioneer - Amundi Pioneer
  • Ameriprise Walnut Creek Advisors
  • Amundi Pioneer

During this presentation we will discuss:

· How Social Security benefits are calculated

· Social Security claiming strategies

· Taxes and Social Security benefits

· The ABCs of Medicare

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

Amundi Pioneer 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy

  • Mike Graci , Director of Investment and Retirement Education - BlackRock
  • Jamie Frisone CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial
  • BlackRock

Join us for our upcoming Virtual Event:

Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy Event.

To register, client the "Join this event online" button

This is an informational seminar. There is no obligation or cost to attend. BlackRock and its representatives are not affiliated with Ameriprise Financial Services LLC

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, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved.

How to Stay Safe From Cyber Crime and Identity Theft

  • Jeff Lanza, Retired FBI Agent, Keynote Speaker - John Hancock
  • Jamie Frisone, CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Finanical
  • John Hancock Investments

The presentation will focus on these areas:

  • The impact of technology
  • Understanding the threats
  • Protecting you and your family
  • Accountability and support

John Hancock Investment Management and its representatives

are not affiliated with Ameriprise Financial.

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

The Power of Feeling Your BEST

  • Chris Johnson, Founder & CEO of Target Living
  • Jamie Frisone CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial
  • Putnam Investments

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

Your guide to balance, energy, and vitality

REST, EAT, and MOVE to help feel your best

Tools and strategies for immediate action Event

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

On Target Living, Putnam Investments and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc.All rights reserved

Virtual Health and Wellness Discussion –Energize for a Performance

  • Lindsay Troxell, Head of Knowledge Labs, Professional Development - Janus Henderson
  • Jamie Frisone CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial
  • “ Fuel” your body for optimal performance
  • Manage stress to your advantage
  • Establish positive rituals to maximize your productivity
  • Take charge by living up to ultimate miss

This is an informational seminar. There is no cost or obligation. Janus Henderson and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC, Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved.