Turns in the Road Date: Tuesday, June 10, 2025 Time: 6:00 PM - 9:00 PM PDT Location: Fleming's Prime Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Nate Martin, Vice President - UIT & Mutual Funds - First Trust Hosted By: Weina Hou Sponsored By: Nate Martin Turns in the Road - First Trust. Dinner with presentation at Flemings To reserve a spot: call us at 650.226.2075 or email us at elena.garcia@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Top Golf - Exploring Artificial Intelligence Date: Thursday, July 31, 2025 Time: 6:30 PM - 9:30 PM PDT Location: TopGolf, 258 Anza Blvd., Burlingame, CA 94010 Presented By: Dylan Deleon, VP, Market Consultant with Invesco Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Dylan Deleon - Invesco, Neil Conway - PGIM Top Golf - Exploring Artificial Intelligence To reserve a spot: call us at 650.226.2082 or email us at rebecca.1.king@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
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, Vice President at BlackRock Hosted By: Tali Alon, MBA, APMA TM, CFP®, CDFA® Sponsored By: Grant Martin, Sr. Regional Consultant - MFS Student of the Market