Upcoming events

Family Love Letter: How Every Family Can Prepare

EST

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Join this event online

Cheri Brooks, Senior Vice President, Head of Neuberger Berman Advisor Institute - Ameriprise Financial Services, LLC

Tim Keene, Associate Branch Manager

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· Roadmap for the next generation

· Stories, hopes & desires…in the event of incapacity or loss

· The Link- “voice of family dynamics”

To reserve a spot: call us at 207.228.2675 or email us at jennifer.means@ampf.com

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial Inc. All rights reserved.

Past events

Plan to give more: Estate Planning

EST

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David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

Tim Keene, Associate Branch Manager

Ameriprise Financial Services, LLC

What type of legacy will youl eave?

Join us for a complimentary special presentation:

Plan to give more.

- Control how your estate is distributed

- Give to loved ones or charities important to you

- Help reduce taxes and leave a larger legacy

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

© 2022 Ameriprise Financial, Inc. All rights reserved

Guide to the Markets 4th Quarter 2022

EDT

DiMillo's Restaurant, 25 Long Wharf, Portland, ME 04101

Bill Minery, VP - Client Advisor - J.P. Morgan Asset Management

Ben Henchel, Branch Manager

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics. We’ll discuss:

· Current economic landscape and outlook for 2022

· Key drivers and trends taking place in the markets

Please plan to attend the seminar where refreshments and hors d’ oeuvres will be provided.

This is 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 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

How to Stay Safe from Identity Theft & Cybercrime

EDT

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Jeff Lanza, Retired FBI Agent, Keynote Speaker - John Hancock

Tim Keene, Associate Branch Manager

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· The impact of technology

· Protecting you and your family

· Understanding the threats

· Accountability and support

This is an informational seminar. There is no cost or obligation. John Hancock Management and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved. 4796104ACMR0622

Social Security: Preparing for Retirement

EDT

Join this event online

Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management

Tim Keene, Associate Branch Manager

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· How retirement benefits are calculated

· Benefits for married couples and divorcees

· Advanced claiming strategies

· Taxes and your retirement plan

This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. 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 of 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

EDT

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Lenore Reiner, Responsible Investing Specialist - Eaton Vance

Tim Keene, Associate Branch Manager

Ameriprise Financial Services, LLC

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. 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved.