Retain 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 at Hartford Funds Hosted By: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial “We have strong evidence that simple lifestyle interventions can dramatically improve brain health and lower the risk of disease today, tomorrow, and in years to come.” What you’ll learn: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain A workbook will be available for distribution following our event.
Shred It Event Date: Thursday, May 30, 2024 Time: 9:00 AM - 3:00 PM MST Location: Ameriprise Financial Gilbert Branch, 161 E Rivulon Blvd, Suite 108, Gilbert, AZ 85297 Hosted By: Gilbert Financial Advisors Please join us for our complimentary post tax season document shredding event. Shredding is a quick and convenient way to dispose of your information in a manner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled.
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 with Ameriprise Financial 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
Estate Planning Dinner Event Date: Thursday, April 11, 2024 Time: 6:00 PM - 8:00 PM MST Location: Val Vista Lakes Clubhouse, 1600 E Lakeside Dr, Gilbert, AZ 85234 Presented By: Jeffrey R. Brooks, JD , Senior Wealth Strategist with the Specialist Consulting Group - Janus Henderson Investors Hosted By: Gilbert Financial Advisors “King Lear, ‘Tony Soprano,’ and the Lessons of Successful Wealth Transfer”
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 Services, LLC Hosted By: Gilbert Financial Advisors Learn more about the following: Get “on-the-go” access Message Center Statements & Documents Total View Using e-Signature Personalize your Accounts