Family Love Letter 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 informationo 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 rightsreserved. 6530236ACMR042024
IT'S HARVEST SEASON IN THE VINEYARDS! Date: Wednesday, October 16, 2024 Time: 5:00 PM - 7:00 PM EDT Location: Hingham Wine Merchant , 74 North Street , Hingham Square , Hingham , MA 02043 Hosted By: Douglas Calnan, Financial Advisor, Managing Director Sponsored By: Socially Conscious Weath Management, A financial advisory practice of Ameriprise Financial Services, LLC Please join us to celebrate with tasting of organic and biodynamic European wines, A charcuterie will also be served to complement the wines. There is no cost or obligation for this event. The Hingham Branch is located at 25 Recreation Park Drive, Suite 100, Hingham, MA 02043 Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2024 Ameriprise Financial , Inc. All rights reserved 7019686ACMR0924
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. Ameriprise Financial 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. AmeripriseFinancial Services, LLC member FINRA and SIPC. ©2024 Ameriprise Financial LLC. All rights reserved. 6608811ACMR0524