Events

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September 21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guestspeaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity Collegein Hartford CT. Rick will cover the following in our time together:

• Medicare Parts and When to Enroll
• Medicare Costs
• Medigap
• Medicare Advantage
• Working past sixty-five

Description:

It's exciting to think of retirement, pursuing a bucket list of travel, adventures, and hobbies, aswell as leaving a healthy estate to loved ones.

A financially secure retirement culminates years of planning, work, and savings. Most people are so focused on retiring that they need more preparation for the challenges of managing their finances during retirement. Are you prepared for the unexpected?

Join us for a “virtual”complimentary Webex event hosted by Ameriprise Financial Services, LLC, on Thursday, March 9th at 4:00 PM ET, where Barry Kruse, Vice President – Global Head Franklin Templeton Academy, will explore the topic of “The Hidden Costs of Aging. He will discuss the following:

• Retirement realities and trends that impact housing decisions in retirement
• Care and housing options
• Family, lifestyle, and healthcare considerations in housing decisions
• How to formulate a plan with a financial professional and your family

Click here to register for The Hidden Costs of Aging Event on March 9th

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

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Mark your calendar for Thursday, January 26th at 4:00 PM ET to join us for a “virtual” complimentary webinar featuring two of our thought leaders, Russell Price, Chief Economist, and Elizabeth (Liz) Farley, Vice President – Federal Government Affairs. They will discuss the potential legislative, regulatory, market, and economic impacts.

Russell is frequently quoted in TheAssociated Press, Fox Business, Bloomberg News, Business Week, and Reuters and has appeared in many other national media outlets. In addition, Bloomberg Financial has cited him as a “Bloomberg Best” for being one of the mostaccurate economic forecasters in their benchmark consensus survey.

Liz represents the company’s federal legislative and regulatory interests before Congress and the Administration. She has previously held positions in Federal Government Affairs at New York Life and the industry trade association for broker-dealers, the Securities Industry and Financial Markets Association (SIFMA). In addition, Ms. Farley worked in the U.S. Senate as Counsel at the Senate Special Committee on Aging and as a staff attorney for the Bipartisan Commission on Entitlements and Tax Reform.

Please join Ameriprise Financial for our virtual event on Tuesday, November 9th at 4:00 PM ET. Heather Doyle Fraser, life coach, publisher, author, and founder of the Compassionate Mind Collaborative and its parent company, Beyond Change LLC will be our featured speaker. The topic for the event will be “Wholeness of You: Mindful Compassion & Gratitude as a Path to Resilience”.

Heather utilizes compassionate mind strategies and skills to help her clients focus on what is truly important in their lives. At the virtual Webex Event, Heather will explore:

• The importance of compassion in our chaotic world.
• How our brain has evolved to keep us safe, but how sometimes, this evolved brain keeps us stuck.
• The importance of starting any plan with our big WHY and our values.
• How we can use compassionate skills and strategies such as gratitude to set ourselves up for success as we plan and set goals for our future.

For more information on Heather and the books she has authored visit her website cmcollab.com.

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

Compassionate Mind Collaborative is not affiliated with Ameriprise Financial.

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