Upcoming events

8,000 Days of Retirement

  • EST
  • RSVP for passcode
  • Join this event online
  • Michael Lynch, Managing Director, Applied Insights - Hartford Funds
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC
To reserve a spot: call us at 617.607.3366 or email us at christina.cobas@ampf.com

Understanding how to navigate your retirement is crucial to having a fruitful post-work life. This seminar will focus on exploring the four phases of retirement, their caveats, and options available to you. We will discuss:

The Honeymoon Phase: the beginning of retirement

The Big Decision Phase: major changes once in retirement

The Navigating Longevity Phase: managing health, mobility, cognition

The Solo Journey Phase: dealing with loss of spouses

Mike believes there’s no more honorable position than making a difference in people’s lives—which is why he relishes sharing tools and strategies that help investors prepare for their future. This is information Mike feels audiences are eager to hear, because their retirement won’t look like that of any prior generation.

“Clients are the ultimate audience,” he says. “I think you have to be 10 times more prepared than meeting with financial professionals.” For him, the Q&A sessions after a client presentation are the most valuable—not just for the audience, but also for his own knowledge. He often applies the insights gained from these conversations to his upcoming presentations—along with the experience he’s gained helping financial professionals and their clients for more than 25 years.

Past events

Online Workshop: Understanding Medicare from A to D

  • Michael Mezansky, Regional Sales Director, Assistant Vice President - First Eagle Investments
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy. This seminar will guide you through the essentials of Medicare, including:

  • An introduction to the program, its coverage and its costs
  • The enrollment process, and where and how to start
  • Coordinating Medicare benefits with other forms of insurance

Michael Mezansky is a regional director and AVP at First Eagle Investments, working with some of the top financial practices throughout New England. He has worked at First Eagle for 5years, having traveled the country from Idaho to Maine representing his firm. Prior to First Eagle, Mike worked at Legg Mason Global Asset Management. Mike lives with his wife and 11 month old daughter Marley in Portsmouth NH.

This is an informational event. There is no cost or obligation.

First Eagle Investment Management and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Wholeness of You: Mindful Compassion & Gratitude as a Path to Resilience

  • Heather Doyle Fraser, Coach, Publisher, and Author - Compassionate Mind Collaborative and Beyond Change LLC
  • Ameriprise Financial Services, LLC

Heather Doyle Fraser, life coach, publisher, author, and founder of the Compassionate Mind Collaborative and its parent company, Beyond Change LLC will be our featured speaker. The topic for the event will be “Wholeness of You: Mindful Compassion & Gratitude as a Path to Resilience”.

Heather utilizes compassionate mind strategies and skills to help her clients focus on what is truly important in their lives. At the virtual Webex Event, Heather will explore:

  • The importance of compassion in our chaotic world.
  • How our brain has evolved to keep us safe, but how sometimes, this evolved brain keeps us stuck.
  • The importance of starting any plan with our big WHY and our values.
  • How we can use compassionate skills and strategies such as gratitude to set ourselves up for success as we plan and set goals for our future.

For more information on Heather and the books she has authored visit her website cmcollab.com.

This is an informational event. There is no cost or obligation.

Compassionate Mind Collaborative is not affiliated with Ameriprise Financial.

College Admissions in the Time of COVID

  • Dr. Gena Lester, College Consultant - Studypoint
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial

Dr. Gena Lester presents insights into the college admissions process landscape in 2021 and into the future. The 2020-2021 college admission cycle was filled with unknowns; from wondering how virtual classes would go, to the impact of test optional policies, to the challenges of trying to make decisions without campus visits.

This workshop will explore how the college admissions landscape has evolved because of COVID-19, test optional policies, and surges in the volume of applications being submitted to competitive colleges.

Studypoint is not affiliated with Ameriprise Financial. This is an informational event. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc., All rights reserved.

Online Workshop: Guide to the Markets: Quarter 3

  • EDT
  • RSVP for passcode
  • Join this event online
  • Pete Isberg, CFA, CIMA®, Executive Director - J.P. Morgan Asset Management
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

During this complimentary session, we’ll look at:

  • Today’s economic landscape
  • U.S. markets
  • Global outlook

Thisis an informational seminar. There is no cost or obligation.

J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Mythbusting 529 Plans

  • EDT
  • Reserve a spot for the passcode.
  • Join this event online
  • Sheff Faulkner, Vice President - BlackRock
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Get the straight facts on 529 College Savings Plans

During this presentation we will help debunk myths surrounding 529 College Savings Plans. We’ll discuss:

· The dangers of delaying college savings

· Important details you can use to help you determine the right education savings plan for your family

This is an informational seminar. There is no cost or obligation.

BlackRock and its representatives are not affiliated with Ameriprise Financial.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.

Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program.

Investment products are not federally or FDIC-insured, 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.

© 2021 Ameriprise Financial Inc. All rights reserved.