Upcoming events

8000 Days

EDT

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Ryan Sullivan, Vice President and Managing Director - Hartford Funds

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 973.276.3290 or email us at ashley.e.vantassel@ampf.com
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Engaging Women Investors - Finding and Funding Your "Why?"

EDT

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Emily Barczak, Insights Leader - T Rowe Price

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 973.276.3290 or email us at ashley.e.vantassel@ampf.com
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5 Ways Technology Will Change the Way We Age

EDT

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Ryan Sullivan, Vice President and Managing Director - Hartford Funds

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 973.276.3290 or email us at ashley.e.vantassel@ampf.com
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Identity Theft: What can I do to protect myself

EDT

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Brett Conlon, Chief Information Security Officer - American Century

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 973.276.3290 or email us at ashley.e.vantassel@ampf.com
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Social Security: Preparing for Retirement

EST

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Andrew Gordon, Consultant - MFS

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 973.276.3290 or email us at ashley.e.vantassel@ampf.com
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This is an informational seminar. There is no cost or obligation.

This event is sponsored by: MFS, these sponsors and its representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Understanding Medicare – the ins and outs of Medicare coverage

EDT

You must RSVP to receive access credentials for this event or seminar

Danielle Roberts, Co-founder – Boomer Benefits representing John Hancock - John Hancock

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

The tax calm before the storm?

EST

You must RSVP to receive access credentials for this event or seminar

James Bergeron, Managing Director, Advisor Education - Nuveen

Pio Costa & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC