Upcoming events

Invest In Yourself - A Financial Workshop For Women

  • Sarah Walter, CIMA, Business Development Consultant - John Hancock
  • Davidson, Maneri & Associates

This program is designed to provide education and potential action steps, including:

• Discovering the unique financial challenges women face

• Exploring what it is that makes investing for the long haul a more challenging proposition for women

• Encouraging you to share your own experiences with regard to what has worked—or not worked—for you in your financial journey

• Developing strategies for establishing and maintaining your financial security

To reserve a spot: email us at anthony.n.maneri@ampf.com

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

Sponsored by John Hancock. John Hancock 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved. 3463048ACMR0221

COVID 19 And The Trend Toward Responsible Investing

  • Patrick Cosgrove, Vice President, Client Advisor - Eaton Vance Distributors, Inc.
  • Davidson, Maneri & Associates

This presentation will focus on:

· COVID-19’s impact on responsible investing

· How companies are responding

· Five key take aways for investors

To reserve a spot: email us at anthony.n.maneri@ampf.com

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

Eaton Vance and its representatives are not affiliated with Ameriprise Financial.

Responsible investing may present increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors.

Investment securities are subject to market risks, including the potential loss of principal invested. Investors should consider the potential benefits, risks, and fees of each investment carefully.

Ameriprise Financial Services, LLC Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

Retirement Insights - Guide to Retirement 2021 Edition

  • Michael Valeant, Vice President, Client Advisor - JP Morgan Asset Management
  • Davidson, Maneri & Associates

During this complimentary session, we’ll cover:

· Factors that shape today’s retirement experience

· Behaviors and best practices while saving for retirement

· Considerations for living in retirement

· Building a retirement portfolio

For more information: email us at anthony.n.maneri@ampf.com

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

J.P. Morgan 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

  • Jennifer Taboada, Vice President, Advisor Insights - Blackrock
  • Davidson, Maneri & Associates

During this presentation we will discuss the fundamental rules of Social Security retirement benefits including:

· Individual benefits

· Spousal and survivor benefits

· Collection strategies

To reserve a spot: email us at anthony.n.maneri@ampf.com

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.

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

Blackrock and its representatives are not affiliated with Ameriprise Financial.

Past events

Market Insights - Guide to the Markets: U.S. 2Q 2021

  • Michael Valeant, Vice President - JP Morgan
  • Davidson, Maneri & Associates

Guide to the Markets: 2nd Quarter

During this complimentary session, we’ll look at:

· Today’s economic landscape

· U.S. markets

· Global outlook

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.

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

J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.