Upcoming events

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

  • EDT
  • N/A
  • Join this event online
  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • The Boston Office of Ameriprise Financial
  • 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

For more information: call us at 617.451.1400 or email us at jeff.carson@ampf.com

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.

Past events

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • The Boston Office of Ameriprise Financial
  • 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.

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • The Boston Branch of Ameriprise Financial
  • 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 nocost or obligation.

Fidelity Investments and its representativesare not affiliated with Ameriprise Financial.

Ameriprise FinancialServices, 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
  • The Boston Branch of Ameriprise Financial
  • 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

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management
  • The Boston Branch of Ameriprise Financial
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll look at:

- Today’s economic landscape

- U.S. markets

- Global outlook

Thisis 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 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. International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.