Upcoming events

Year-End Planning Consideration

  • EST
  • N/A
  • Join this event online
  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of the PIMCO Advisor Education Group - PIMCO
  • Douglas Calnan, Financial Advisor | Managing Director
  • Ameriprise Financial Services, LLC

During thiscomplimentary session, we’ll discuss four targeted areas that should bereviewed at year-end and break each down:

- Investment Portfolios

- Income Tax

- Retirement Planning

- Wealth Transfer and legacy planning

To reserve a spot: call us at 781.556.0052 or email us at amy.mohan@ampf.com

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

U.S. Legacy Income Trusts: The Next Generation Of Planned Giving From Eaton Vance, Longtime Leaders

  • EDT
  • N/A
  • Join this event online
  • Eileen Tam, Product Manager - Eaton Vance
  • Douglas Calnan Financial Advisor | Managing Director
  • Ameriprise Financial Services, LLC

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

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.

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

  • EDT
  • N/A
  • Join this event online
  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Douglas Calnan Managing Director | Financial Advisor
  • Ameriprise Financial Services, LLC

During thiscomplimentary session, we’ll discuss the Five Lessons of Successful WealthTransfers:

- 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 itsrepresentatives are not affiliated with Ameriprise Financial.

Investment products are not federallyor FDIC-insured, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation of value.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. Allrights reserved.

Boston Local Food Festival

  • Sustainable Business Network of Massachusetts
  • Douglas Calnan, Financial Advisor, Socially Conscious Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC

The Sustainable Business Network of Massachusetts (SBN) announced that the 11th Annual Boston Local Food Festival will be held on September 19th, 2021 on the Rose Kennedy Greenway. Due to the COVID-19 pandemic, this reduced-size event will still allow for consumers to eat, shop and discover local food.

The annual Boston Local Food Festival has been hailed as one of the top 10 food events in Boston since 2010. We are thrilled to be able to continue celebrating and supporting New England local food producers and businesses this year, with health safety precautions put in place. Though the event will be modified to comply with pandemic regulations, the show will go on!

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

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments
  • Ameriprise Financial Hingham Branch
  • 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
  • Ameriprise Financial Hingham Branch
  • 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.