Upcoming events

2021 Great Neck Golf Outing, Start Date - 9/23/2021 12:00:00 PM

  • Coastal Wealth Management A private wealth advisory practice of Ameriprise Financial LLC

We invite you to join us for a golf outing and reception immediately following.

12:00pmCheck-In / Lunch

1:00pm Shotgun Start

Reception on-site immediately following 18 holes of golf

To reserve a spot: call us at 860.245.0251 or email us at rollinda.candales@ampf.com

Past events

The Family Love Letter

  • Cheri Brooks , CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services

Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

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

Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.

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.