Upcoming 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

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.

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.

Past events

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.

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.

Monthly Market Roundup - A pre-election market update featuring Liz Young

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

Economies and markets globally have faced unprecedented challenges this year and remained resilient. Can they continue that trajectory with the upcoming U.S. presidential election and continued disruption due to coronavirus? Join Liz Young, CFA®, Director of Market Strategy at BNY Mellon Investment Management to discuss the forces driving resiliency and whether markets and economies can continue to withstand.

This is an informational event. There is no cost or obligation.BNY Mellon Investment Management is not affiliated with Ameriprise Financial.