Family Love Letter: How Every Family Can Prepare Date: Tuesday, November 19, 2024 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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 For more information: call us at 508.957.9000 or email us at stephanie.rolfe@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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
Economic and Market Outlook Date: Tuesday, October 15, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524
Understanding Medicare Date: Tuesday, September 17, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this 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
Common Types of Fraud: How to protect yourselves and your loved ones Date: Tuesday, July 23, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Thor Nelson, Vice President, Global AML Officer - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll talk about common types of fraud and scams, and help you: · Learn how to identify and avoid falling victim to a scam · Understand the resources available to you as an Ameriprise Client 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. 6500358ACMR0424
Understanding Sleep and Anxiety for Optimal Performance Date: Tuesday, June 18, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management Hosted By: Ameriprise Financial Services, LLC Sponsored By: 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 Institution Guarantee | May Lose Value This is an informational seminar. There is no cost orobligation. Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their subsidiaries. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224
Shred It Day! Date: Saturday, May 4, 2024 Time: 9:00 AM - 12:00 PM EDT Location: Ameriprise Financial, 1284 Main Street, Osterville, MA 02655 Hosted By: Robert Dunkley - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC We are hosting a shredding truck to shred your personal documents. Please bring us as much as you wish and it will be shredded while you wait. There is no obligation or cost for this event.