How to Stay Safe from Identity Theft & Cybercrime Date: Tuesday, February 25, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Jeff Lanza, Former FBI Agent - John Hancock Hosted By: South Shore Wealth Management Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we’ll discuss: The impact of technology Understanding the threatsProtecting you and your family Accountability and support For more information: call us at 781.556.0046 or email us at southshorewealthmanagement@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by: John Hancock Investments. Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, any financial institution, and involve investment risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial Inc. All rights reserved. 7458444ACMR0125
Economic and Market Outlook Date: Tuesday, March 18, 2025 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 Ameriprise Chief Economist, Russell Price, will share his perspectives on the General market outlook, including market conditions and potential investment implications. For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc. 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 fluctuationin value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial Inc. All rights reserved.
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: South Shore Wealth Management Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: Important components of Social Security Benefits How Social Security Benefits are calculated Options for anyone who has ever been married The role of taxes in your retirement plan For more information: call us at 781.556.0046 or email us at southshorewealthmanagement@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC©2025 Ameriprise Financial Inc. all rights reserved
Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: · What is Medicare? · Choosing a Medicare Plan · Which option may be right for you? For more information: call us at 781.556.0020 or email us at heather.floridia@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their 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 risk 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 rightsreserved. 7540869ACMR0125
Washington Update Date: Tuesday, January 28, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider 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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124
Family Love Letter Date: Tuesday, November 19, 2024 Time: 3:00 PM - 4:00 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: South Shore Wealth Management Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: What the Family Love Letter Is - A roadmap for the next generation - Stories, hopes, & desire…in the event of incapacity or loss - The link to the “voice of family dynamics” What is the purpose? - To preserve relationships - Provide security - This is not a legal document but a SYSTEM to gather information - 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