Past events

Family Love Letter

EST

Join this event online

Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Tim Keene, Associate Manager

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- What the Family Love Letter Is

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather information

o The longer we live, the longer, deeper and wider our paper trail

There is no obligation or cost for this event.

Karen Drancik and Neuberger Berman Advisor Institute are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by a financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2024 Ameriprise Financial LLC. All rights reserved. 6530236ACMR042024

8,000 Days

EST

DiMillo's on the Water, 25 Long Wharf, Portland , ME 04101

Mike Lunch , Managing Director, Applied Insight - Hartford Funds

Matthew Brown, CRPC™, APMA™

Hartford Funds

Retirement is often looked at as an end – the end of a career or the final stage in one’s life. But if you’re looking at retirement as the end goal, you might not be preparing the best way. With longer life spans today than ever before, how will you prepare for your8,000 days of retirement? During this session we’ll discuss:

· The 8,000 day life segments

· The four phases of retirement and important considerations of each

· How to prepare for your 8,000 day retirement

Guests are welcome!

Refreshments will be served.

Free onsite parking.

This is an informational seminar. There is no cost orobligation.

This sponsor and representatives are not affiliatedwith Ameriprise Financial.

Economic and Market Outlook

EDT

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Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Tim Keene, Associate Manager

Ameriprise Financial Services, LLC

During this complimentary virtual seminar, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

This is an informational seminar. 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524

Understanding Medicare

EDT

Join this event online

Danielle Roberts , Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Tim Keene, Associate Manager

Ameriprise Financial Services, LLC

Duringthis presentation we will be discussing the following:

o History of Medicare

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

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

Sponsored by John Hancock. John Hancock and its representatives are not affiliated with Ameriprise Financial.

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.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2024 Ameriprise Financial LLC. All rights reserved. 6608811ACMR0524

Understanding Sleep and Anxiety for Optimal Performance

EDT

Join this event online

Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary presentation, we will be discussing:

· Common concerns including burnout and fatigue.

· How to boost productivity.

· Ways to foster professional interaction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance.

Not FDIC or NCUA Insured | No Financial InstitutionGuarantee | May Lose Value

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

Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their s ubsidiaries.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224