Mission: Impossible - The Final Reckoning Date: Thursday, May 29, 2025 Time: 5:30 AM - 9:30 AM PDT Location: Cinepolis Luxury Cinemas, 8 Hillsdale Mall Parking Lot, 60 31st Avenue, San Mateo, CA 94403 Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Holly Ornelas - T. Rowe Price, Grant Martin - MFS and Joseph Yastrub - Neuberger Berman Mission: Impossible - The Final Reckoning
Social Security: Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P® Defined Contribution Consultant, MFS Fund Distributors, Inc. - Ameriprise Financial Services LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Social Security: Preparing for Retirement
Student of the Market Date: Thursday, April 17, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Victor Melinauskas and Matt McDermott, Vice President and CIMA, Market Leader - BlackRock Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Vic Melinauskas and Grant Martin Student of the Market
7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Christopher Gowe, Division Manager - Columbia Threadneedle Investments Hosted By: Jamie Frisone CFP® CRPC® CHFC® AWMA® Regional Vice President | Ameriprise Financial 7 Things No One Tells You About Retirement
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Brendan Coyne, CIMA® , Executive Director - J.P. Morgan Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Grant Martin, CIMA®, Sr. Regional Consultant with MFS Investing in an Election Year