The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire Date: Thursday, June 13, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Rodney S. Jones, Senior Learning Consultant - Franklin Templeton Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss: Seven important things you should do before retirement How to identify potential hurdles Strategies you can use to help successfully cross the finish line To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Thursday, September 12, 2024 Time: 12:00 PM - 12:45 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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.
Making the Most of Medicare: What You Need to Know Date: Thursday, July 18, 2024 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Karen Ireland, CFP®, Senior Strategist - Business Development - MFS Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC During this complimentary session, we’ll explore what Medicare Parts A and B are and what they cover and their costs. Then we’ll talk about Part D, prescription drug plans and discuss major differences between Medicare Advantage Plans, also known as Part C plans, and Medicare Supplement/Medigap Plans. Lastly, we’ll review when you may want to consider applying to make sure that you have health coverage and avoid penalties. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Thursday, September 12, 2024 Time: 12:00 PM - 12:45 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Corks & Cocoa: A Valentine's Celebration Date: Wednesday, July 24, 2024 Time: 6:00 PM - 7:30 PM EDT Location: Boston Winery, 26 Ericsson Street, Boston, MA 02122 Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial, LLC Every year the R. Miller & Associates team looks forward to our annual Valentine’s Day luncheon. It is always a wonderful opportunity to see clients and meet the special people in their lives…except when there is a blizzard! Since Valentine’s Day is a celebration of love – why leave it to only one day a year? This year we are trying something new… “Corks & Cocoa: A Valentine’s Celebration” Bring your Valentine to indulge in an evening of decadent chocolate desserts and a curated collection of wines at The Boston Winery. Guests are welcome, but space is limited. Chocolate and wine, in a beautiful space - a perfect pairing to enjoy together! Space is limited and RSVP’s will be taken in the order received. Please RSVP no later than July17, 2024. Due to the nature of the event all guests must be over 21 years old. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Thursday, September 12, 2024 Time: 12:00 PM - 12:45 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thereis no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA andSIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Retain Your Brain: How to age-proof your most valuable asset Date: Thursday, September 12, 2024 Time: 12:00 PM - 12:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John Diehl, CFP®, CLU®, ChFC®, Senior Vice President, Applied Insights - Hartford Funds Hosted By: R. Miller & Associates, a private wealth advisor practice of Ameriprise Financial LLC During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore: Your Age vs your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com RSVP Online Event registration Retain Your Brain: How to age-proof your most valuable asset Date: Thursday, September 12, 2024 Time: 12:00 PM - 12:45 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Planning for Life's Big Moments Date: Tuesday, February 27, 2024 Time: 5:30 PM - 6:30 PM EST Location: Scinto Auditorium, 3 Corporate Drive, Shelton, CT 06484 Presented By: Scott Cicerone, Regional Director - Fidelity Investments Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC Financial confidence means being prepared for dreams and detours on your path in life. This presentation will provide considerations and planning steps for some of life’s major milestones and help you navigate through relationship changes, major purchases and savings goals, retirement, changes in health, aging and caregiving and leaving a legacy. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity. This sponsor and 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Calm, Cool and Invested Date: Thursday, February 22, 2024 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Doug Orton, CRPC®, Vice President, Business Development Consultant - MFS Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC Join us for a session focusing on staying Calm, Cool and Invested. We’ll discuss common questions about investing, explore strategies towards choosing investments that make sense for you and your goals, and talk through three key points to consider: Market Performance Stock Performance Rebalancing Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
The Organization Correlation Date: Thursday, January 11, 2024 Time: 1:00 PM - 2:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Cesar Bastidas, Director, Practice Management - New York Life Investments Hosted By: Richard R. Miller, private wealth advisor