Upcoming events

How to Maximize Social Security Benefits

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  • Mary Beth Franklin, CFP®; Professional & Contributing Editor at Investment News
  • Ameriprise Financial Services, LLC

Join us for an exclusive opportunity to attend a virtual presentation on Thursday, May 25,2022. The event is complimentary. Below are details about the event.

Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner™ professional in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast.

In this session "How to Maximize Social Security Benefits", you will learn:

  • How your lifetime earnings and age at time of claim determines the amount of your Social Security benefits
  • Why married couples should coordinate their Social Security claiming strategies
  • Understand critical survivor benefit rules for widows, widowers and surviving ex-spouses
  • Discover do-over strategies to reverse an early claiming decision and increase future benefits.
To reserve a spot: call us at 617.607.3366 or email us at Christina.Cobas@ampf.com

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

Mary Beth Franklin is not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Successfully Transferring Wealth to the Next Generation

  • Doug Orton, Vice President, Business Development - MFS Investment Management
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC
To reserve a spot: call us at 617.607.3366 or email us at Christina.Cobas@ampf.com

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

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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 andSIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved

LinkedIn for Students and Young Professionals

  • Alex Nawoichik, Senior Practice Management Specialist - Putnam Investments
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

During this complimentary session, we’ll discuss:

· Great tools that can help jumpstart a young professional’s career development

· Developing Your LinkedIn Presence

· The importance of creating your digital footprint

To reserve a spot: call us at 617.607.3366 or email us at Christina.Cobas@ampf.com

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

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Understanding Medicare from A to D

  • Michael Mezansky, Regional Sales Director, Assistant Vice President - First Eagle Investment Management
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC
To reserve a spot: call us at 617.607.3366 or email us at Christina.Cobas@ampf.com

This is an informational event. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. First Eagle Investment Management and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Past events

10 Myths About College Savings Plans

  • Stephen Jagard, 529 Business Development Specialist - Northeast Division - John Hancock
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

During this complimentary session, you'll learn:

  • Why college is so important
  • Common myths about 529 plans
  • How to get started

Please RSVP by May 19 to reserve your spot and receive your access credentials for this virtual event. Call (617) 607-3366 ext. 250 or email christina.cobas@ampf.com

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

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

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

© 2022 Ameriprise Financial Inc. All rights reserved.

Responsible Investing: Aligning your financial goals with your values

  • Lenore Reiner, VP Responsible Investment Strategy Specialist - Eaton Vance
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

During this complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to Responsible Investing

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

Eaton Vance 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.

Guide To The Markets: Quarter 1 2022

  • Pete Isberg, CFA, CIMA, Executive Director - J.P. Morgan Asset Management
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

During this complimentary session, we'll look at:

  • Today's economic landscape
  • U.S. markets
  • Global outlook

This is an informational seminar. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc.
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.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Talking to your children - six keys to building a solid financial future

  • Sarah Sullivan, CFP, Vice President, Regional Director - Delaware Investments
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

During this complimentary session, we’ll focus on six important financial topics to discuss with your children:

· Building financial responsibility

· Credit scores and cards

· Financial aid basics

· Loan repayment

· Create a personal financial plan

· Leveraging technology

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

Delaware Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

The Family Love Letter

  • Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services

Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

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

Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.

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.