Upcoming events

Client Appreciation Night With The OakBridge Group: UConn Women's Basketball!

EST

XL Center, 1 Civic Center Plaza, Hartford, CT 06103

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Invesco

We have limited tickets available for our adult clients and friends! Join us at a basketball game: UConn Women vs. Creighton at the XL Center on February 27th, 2025!

To reserve a spot: email us at amy.glasgow@ampf.com
RSVP Online

There is no cost or obligation.

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2025 Men's NCAA Basketball Tournament Open House

EDT

The OakBridge Group, 2 Mountain View Ave, Avon, CT 06001

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Fidelity Investments

Bring a friend and come for an afternoon of hoops on the big screen, food from Emily's Catering, and fun!

To reserve a spot: email us at amy.glasgow@ampf.com
RSVP Online

There is no cost or obligation.

Finance First: 101

EDT

Join this event online

Thomas Turon, Financial Advisor - The OakBridge Group

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Finance First 101: A college degree can be a ticket to launch your career, but for most students it comes at a hefty price, even after financial aid has been factored in. How much student loan debt will you takeout, and how will your choices relating to college affect your life after graduation? Join Tom Turon from The OakBridge Group for a virtual discussion around the cost of college, ways to pay for or reduce your cost of college, and how to plan for realistic post-grad financial success.

To reserve a spot: email us at amy.glasgow@ampf.com
RSVP Online

This is aninformational seminar. There is no cost or obligation.

AmeripriseFinancial cannot guarantee future financial results.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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

© 2025Ameriprise Financial, Inc. All rights reserved.

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Past events

Retain Your Brain

EDT

Metro Bis, 690 Hopmeadow Street, Simsbury, CT 06070

John Diehl, Senior Vice President of Applied Insights - Hartford Funds

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Hartford Funds

Major Changes to the College Process in 2024

EDT

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Join this event online

Heidi King, College Planning Expert - College Inside Track

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

This past year has resulted in some of the most significant changes to the college planning process in decades.

· Admission trends have changed around how colleges admit students

· Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests

· The number of schools on the “more selective” list continues to grow

· Substantial changes to the FAFSA and financial aid may make college more expensive

Join The OakBridge Group as we partner with national college expert Heidi King to learn how these changes may impact your family and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

Reserve your seat today!

Heidi King, College Inside Track and its representatives are not affiliated with Ameriprise Financial.

Family Holiday Card Photo Shoot

EDT

Wild Lavender Studio, 21 Arch Road, Avon, CT 06001

Wild Lavender Studio

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Do you feel like you put off taking pictures for a family photo card at the holidays? Does it often never get done because there just isn't time?

Start early!

Let The OBG handle the planning and bring your family for a professional photo mini session at Wild Lavender Studio in Avon, CT on August 3rd, 2024. You will be able to choose your background and props if wanted. Each family group will receive 3 edited digital photos to keep, courtesy of The OakBridge Group!

We look forward to seeing the holiday cards you create (should you choose to) with these photos! Sign-ups will open in early June!

There will be limited sessions available so be sure to plan ahead and clear your calendar for the time you sign up!

Family Love Letter TM Conversation and Dinner

EDT

Wood-n-Tap, 1593 Farmington Ave, Farmington, CT 06032

Karen Drancik, Senior Vice President - Neuberger Berman

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Neuberger Berman and Invesco