Upcoming events

Social Security: Preparing for Retirement

EDT

You must RSVP to receive access credentials for this event or seminar

Graham T. Kimmerer, Senior Business Development Strategist - MFS

Financial Advisors Brian Lake, Jason Clemens and Carrie Robson with Great Lakes Advisor Group, A financial advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

To reserve a spot: call us at 330.493.0063 or email us at Amber.Rector@ampf.com

Quarterly Market Update

EST

You must RSVP to receive access credentials for this event or seminar

Brad Pineault, Vice President, Capital Market Strategy - Fidelity

Financial Advisors Brian Lake, Jason Clemens and Carrie Robson with Great Lakes Advisor Group, A financial advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· A brief market summary

· Economic/Macro backdrop

· Asset Markets

· Long-Term Themes

To reserve a spot: call us at 330.493.0063 or email us at amber.rector@ampf.com

Past events

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

You must RSVP to receive access credentials for this event or seminar

Rick Nahill, Business Development Director – John Hancock Investment Management - Affiliated

Ameriprise Financial Services, LLC

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

  • Medicare Parts and When to Enroll
  • Medicare Costs
  • Medigap
  • Medicare Advantage
  • Working past sixty-five