Past events

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

  • Jennifer Taboada, Vice President, Advisor Insights - Blackrock
  • Davidson, Maneri & Associates

During this presentation we will discuss the fundamental rules of Social Security retirement benefits including:

· Individual benefits

· Spousal and survivor benefits

· Collection strategies

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.

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

Blackrock and its representatives are not affiliated with Ameriprise Financial.

Retirement Insights - Guide to Retirement 2021 Edition

  • Michael Valeant, Vice President, Client Advisor - JP Morgan Asset Management
  • Davidson, Maneri & Associates

During this complimentary session, we’ll cover:

· Factors that shape today’s retirement experience

· Behaviors and best practices while saving for retirement

· Considerations for living in retirement

· Building a retirement portfolio

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

J.P. Morgan 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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Responsible Investing - Aligning your financial goals with your values

  • Lenore Reiner, CFP, CSRIC, Senior Responsible Investment Strategy Specialist - Calvert, An Eaton Vance company
  • Davidson, Maneri & Associates

During this complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to Responsible Investing

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

Eaton Vance 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 in value.

Invest In Yourself - A Financial Workshop For Women

  • Sarah Walter, CIMA, Business Development Consultant - John Hancock
  • Davidson, Maneri & Associates

This program is designed to provide education and potential action steps, including:

• Discovering the unique financial challenges women face

• Exploring what it is that makes investing for the long haul a more challenging proposition for women

• Encouraging you to share your own experiences with regard to what has worked—or not worked—for you in your financial journey

• Developing strategies for establishing and maintaining your financial security

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

Sponsored by John Hancock. John Hancock 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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved. 3463048ACMR0221