Join us for a philanthropy event Date: Friday, November 22, 2024 Time: 10:00 AM - 1:00 PM EST Location: Marlborough Community Cupboard, 255 Main Street, Marlborough , MA 01752 Hosted By: AlphaView Wealth Advisors Please join us for the opportunity to make a difference in our community. To reserve a spot: email us at amanda.mehta@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Walk to Defeat ALS - Worcester Date: Sunday, September 22, 2024 Time: 11:00 AM - 2:00 PM EDT Location: Polar Park, 100 Madison Street, Worcester , MA 01608 Hosted By: AlphaView Wealth Advisors Join us at the Polar Park in Worcester to support a cause that is near and dear to us. No donations are necessary as we are just looking for supporters to walk with us or cheer on the team.
Client Appreciation Dinner Date: Thursday, August 8, 2024 Time: 6:00 PM - 8:30 PM EDT Location: Cyprian Keyes Golf Club, 284 E Temple Street, Boylston, MA 01505 Hosted By: AlphaView Wealth Advisors Join us for a fun evening of good food, good music, and good people! We love hosting our clients and their guests so that we can celebrate all the milestones we have collectively achieved through the year. There's nothing better than really getting to know you outside of the office. We look forward to seeing you there!
Summer Bash at Kimball Farms Date: Saturday, June 8, 2024 Time: 11:00 AM - 4:00 PM EDT Location: Kimball Farms, 400 Littleton Road, Westford, MA 01886 Hosted By: AlphaView Wealth Advisors Come join us for a classic American barbeque and an unlimited buffet of Kimball's homemade ice cream flavors. We would be thrilled to share this fun-filled day with your family and friends! Enjoy access to activities such as: Bumper boats Mini golf Pitch and putt Driving range Batting cages and more!
Navigating your Social Security benefits Date: Thursday, March 14, 2024 Time: 6:00 PM - 7:30 PM EDT Location: Wayside Inn , 72 Wayside Inn Road, Sudbury, MA 01776 Presented By: Rohan Mehta CFP®, Private Wealth Advisor - Ameriprise Financial Services, LLC Hosted By: AlphaView Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.