Upcoming events

Planning for Life's Big Moments

  • Peter Nikitas, Regional Director - Fidelity Investments
  • Matt Hurwitz, Branch Manager - New Haven, CT

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
For more information: call us at 203.285.1834 or email us at sandra.j.cassidy@ampf.com

Past events

Balancing life today and dreams for tomorrow

  • Matt Hurwitz, Branch Manager - Ameriprise Financial
  • Matt Hurwitz

During this complimentary seminar, you’ll learn ways to:

  • Balance smart decisions about today with planning for tomorrow.
  • Plot your journey to retirement into doable steps so it’s manageable.
  • Maintain financial balance by being prepared for risks and unexpected events.
  • Create a meaningful legacy today.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Talk, Plan, Act Guiding you to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President - Sr. Advisor Consultant - Invesco
  • Matt Hurwitz, Branch Manager - New Haven, CT

This seminar will go over 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

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA, Executive Director - J.P. Morgan Asset Management
  • Matt Hurwitz, Branch Manager - New Haven, CT

During this complimentary session, we'll look at:

  • Today's economic landscape
  • U.S. Markets
  • Global Outlook

Tax Strategies for the Current Landscape

  • Christopher P. Hennessey, Lawyer/CPA, Member - Putnam Business Advisory Group
  • Matt Hurwitz, Branch Manager New Haven, CT

During our discussion today we will examine the current tax landscape in detail, including income AND estate/gift taxes. Actionable planning considerations will be highlighted to uncover potential opportunities you can discuss with your financial advisor, tax professional, and estate planning attorney.

Family Love Letter

  • Karen Drancik, Senior Vice President/Business Development Advisor - Neuberger Berman Advisor Institute
  • Matt Hurwitz, Branch Manager - New Haven, CT

Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.