Upcoming events

Year-End Planning Consideration

  • EST
  • N/A
  • Join this event online
  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of the PIMCO Advisor Education Group - PIMCO
  • Timothy Keene, Associate Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss four targeted areas that should be reviewed at year-end and break each down:

- Investment Portfolios

- Income Tax

- Retirement Planning

- Wealth Transfer and legacy planning

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. PIMCO 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.

Past events

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • Timothy Keene, Associate Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore specific events that you may encounter at one point in your life:

· Moments in relationships

· Making a large purchase

· Education planning

· Retirement

· Changes in Health

· Aging and Caregiving

· Leaving a legacy

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

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Timothy Keene, Associate Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:

· Talking about your retirement goals

· Planning for your goal of a financially secure retirement

· Acting on those retirement plans and strategies

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

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.

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.