Retrain Your Brain; How to Age-Proof Your Most Valuable Asset Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director Applied Insights - Hartford Funds Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President | Ameriprise Financial During this virtual seminar you will learn about the following: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain To reserve a spot: call us at 650.654.4235 or email us at elena.garcia@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
How to Protect Yourself and Your Loved Ones from Fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP - Compliance Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President | Ameriprise Financial Sponsored By: Ameriprise Financial We will have Thor Nelson , VP-Compliance , presenting on how to protect yourself and your loved ones from fraud. This event is at 4:00pm PT and will max out at 1,000 guests. What you’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
The Tax Calm Before the Storm? Date: Tuesday, March 26, 2024 Time: 5:45 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Jim Bergeron, J.D., Advisor Education Specialist - Nuveen Hosted By: Thomas W. Quinby Sponsored By: Taku Miyashita The Tax Calm Before the Storm?
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: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Hosted By: Thomas W. Quinby Are You Leveraging All The Technology Available To You At Ameriprise?
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 | Ameriprise Financial Economic and Market Outlook
Private Lunch: Municipal Market Update Date: Wednesday, October 11, 2023 Time: 12:30 PM - 2:30 PM PDT Location: Fleming's Steakhouse, 180 E El Camino Real, Palo Alto, CA 94304 Presented By: Soo Antoine | Nuveen Muni Client Portfolio Manager Hosted By: Thomas Quinby, Financial Advisor | Ameriprise Financial Sponsored By: Taku Miyashita | VP, Private Wealth Consultant | US Advisory Services | Nuveen Educational Lunch at Fleming's Steakhouse