Past events

Responsible Investing - Pursue Competitive Returns. Drive Positive Change.

EST

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Lenore Reiner, Vice President and Senior Responsible Investment Strategy Specialist for Calvert Research and Mana - Affiliated

Ameriprise Financial Services, LLC

During this complimentarysession, we’ll discuss:

  • Why Responsible Investing matters
  • Current trends in Responsible Investing
  • A unique approach to Responsible Investing

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

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Rick Nahill, Business Development Director - John Hancock Investment Management - Affiliated

Ameriprise Financial Services, LLC

Oneof the critical parts of an individual’s total financial picture is healthinsurance. While most of us have that through work, there will be a time whenwe will have to make decisions about health care in retirement. Even if you areretired now, there are decisions to make every year, and we are here to walkyou through the process. Join Ameriprise Financial on Thursday, September21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicarecoverage.

Our guestspeaker Rick Nahill is a Business Development Director with John HancockInvestment Management. Rick has acquired more than 25 years’ experience in the financialservices industry. He served as a retirement plan sales associate for two yearsbefore being promoted to his current position in 2016. He was the businessdevelopment director for 3 1/2 years in Southern California before moving backto Boston in August of 2019. Rick earned a BA in economics from Trinity Collegein Hartford CT. Rick will cover the following in our time together:

  • Medicare Parts and When to Enroll
  • Medicare Costs
  • Medigap
  • Medicare Advantage
  • Working past sixty-five