Past events

Tax Strategies for the Current Landscape

  • Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
  • Tim Keene, Associate Branch Manager
  • Ameriprise Financial

The presentation will focus on:

- Understanding the current landscape

- Planning considerations and strategies

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Family Love Letter

  • Cheri Brooks , Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial - Northern States Region
  • Neuberger Berman

Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.

Attend our complimentary seminar to learn more on this topic.

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

Neuberger Berman is not affiliated with Ameriprise Financial.

Monthly Market Roundup featuring Liz Young

  • Liz Young, CFA®, Director of Market Strategy - BNY Mellon Investment Management
  • Ameriprise Financial - Portland, ME Branch
  • BNY Mellon Investment Management

Attend our complimentary seminar to discuss the forces that drove resiliency in global markets and economies last year even in the face of unprecedented challenges, and whether that resiliency can continue in the new year.

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

BNY Mellon Investment Management is not affiliated with Ameriprise Financial.

Responsible Investing: Aligning your Financial Goals with your Values

  • Lenore Reiner, Responsible Investing Specialist - Eaton Vance/Calvert
  • Ameriprise Financial, Northern States Region
  • Eaton Vance/Calvert

Attend our complimentary seminar to learn more on this topic.

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

Eaton Vance/Calvert is not affiliated with Ameriprise Financial.

Political Perspectives - Post-Election 2020

  • Wendy Lin, Market Strategist - Goldman Sachs
  • Ameriprise Financial - Portland, ME Branch
  • Goldman Sachs

Wondering how the US Presidential election results will affect the markets? Join Wendy Lin, Market Strategist for Goldman Sachs to gain perspective on historical post-election market returns, current policy proposals and how they can impact the economy and investment landscape.

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

Goldman Sachs is not affiliated with Ameriprise Financial.