Upcoming events

U.S. Legacy Income Trusts: The Next Generation Of Planned Giving

  • EDT
  • n/a
  • Join this event online
  • Eileen Tam, Product Manager - Eaton Vance
  • Matt Hurwitz, Branch Manager
  • Ameriprise Financial Services, LLC

From Eaton Vance, Long time Leaders In Wealth Management Solutions

During this complimentary session, we will discuss the following:

· What are U.S. Legacy Income Trusts

· Who can benefit

· How do they work

· Tax advantages

· Charitable Giving Options

To reserve a spot: call us at 203.285.1834 or email us at sandra.j.cassidy@ampf.com

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

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • EDT
  • n/a
  • Join this event online
  • Ruben Gonzalez, Retirement Director - Janus Henderson Inverstors
  • Matt Hurwitz, Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:

  • Utilizing a Document Location System-
  • Appointing the Right Agents, Executors and Trustees
  • Rationalizing Amounts, Timing and Structures
  • Preparing and Educating Heirs
  • Managing Estate Taxes

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

Janus Henderson Investors 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 of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

The Anatomy of a Recession: What to Look for and Where We’re Headed

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments - Franklin Templeton/ClearBridge Investments
  • Matt Hurwitz, Branch Manager of CT Tri-City
  • Ameriprise Financial Services, LLC

In this session we will provide a collective summary of the economy’s advancement, making it easier to keep pace with market trends, recognize signals of change in the economy and markets which will aide you in making informed decisions on adjusting your portfolio.

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

Franklin Templeton/ClearBridge Investments 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 of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • Matt Hurwitz, Branch Manager of CT Tri-City
  • 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 Investment Management and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Scholar's Edge 529 Plan: Building your Legacy through Education

  • Rob Tirrell, 529 Sales Director with Principle Financial Group - Principle Financial Group
  • Matt Hurwitz, Branch Manager of CT Tri-City
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Benefits and cost of education

- Savings Options

- Student loans and financial aid

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

Principle Financial Group 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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved