Upcoming Events

Market Intelligence. The Latest Thinking from our Asset Management Network.

Judy Stevenson, Regional Vice President - John Hancock

Daniel J. Bellino, ChFC®, Private Wealth Advisor

The presentation will focus on these areas:

        • U.S. Equities: Improving Fundamentals
        • International Equities: Encouraging Signs
        • Fixed Income: Select Opportunities

To reserve a spot: call us at 561.383.3617 or email us at allison.meyers@ampf.com

John Hancock

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

Sponsored by: John Hancock

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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

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.

John Hancock and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

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Retirement Insights: Guide to Retirement Principles for a successful retirement

Bill Manegio, Vice President - JP Morgan

Daniel Belino, ChFC®, Private Wealth Advisor

The presentation will focus on the seven principles for a successful retirement, including:

  • Creating the plan you need for the retirement you want
  • Planning for a long life
  • Making an informed decision about Social Security
  • Knowing what to expect with healthcare costs
  • Using time to your advantage
  • Minimizing your taxes to maximize your retirement
  • Not spending too much or investing too conservatively

To reserve a spot: call us at 561.383.3617 or email us at allison.meyers@ampf.com

JP Morgan

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

JPMorgan 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2018 Ameriprise Financial, Inc. All rights reserved.

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to Calendar