Upcoming events

Join us for a fine dining experience

EST

Joseph's by the Sea, 55 W. Grand Ave, Old Orchard Beach, ME 04064

Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for a fine dining experience. Our evening will take place in a private dining room where we will enjoy our meal. Bon Appétit!
To reserve a spot: call us at 207.289.1005 or email us at daniel.j.dougherty@ampf.com
RSVP Online

Tax Strategies for the Current Landscape

EST

Meeting ID: 214 655 481 562 | Passcode: 2NFAxj

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Grace Bumpus, CFP®, Sr. Wealth Planning Specialist - Franklin Templeton

Daniel Dougherty, Financial Advisor with Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 207.289.1005 or email us at daniel.j.dougherty@ampf.com
RSVP Online

Past events

Behavioral Finance

EST

Meeting ID: 243 303 572 930 | Passcode: HYpevg

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Linda Duessel, Senior Equity Strategist - Federated Hermes

Daniel Dougherty, Financial Advisor with Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Red vs. Blue: How could the election drive the 2024 narrative?

EDT

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Phil Orlando, Chief Equity Market Strategist - Federaated

Daniel Dougherty, MBA