Understanding Medicare: The ins and outs of Medicare Coverage Date: Thursday, September 21, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Rick Nahill, Business Development Director – John Hancock Investment Management - Affiliated Hosted By: 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, September 21, 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 To reserve a spot: call us at 860.986.6655 or email us at amy.glasgow@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Facebook LinkedIn Twitter Email Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Social Security & Medicare: Cornerstones of Retirement Date: Thursday, October 19, 2023 Time: 5:00 PM - 7:00 PM EDT Location: Metro Bis, 690 Hopmeadow St, Simsbury, CT 06070 Presented By: Justin Morse, Practice Management Specialist - Amundi Pioneer Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Amundi Pioneer The OakBridge Group will be hosting a private Social Security & Medicare information session presented by Justin Morse from Amundi Pioneer. Justin has 25 years of experience in financial services specializing in providing education specific to these topics. Dinner will be provided and there will be time for questions and discussion. For more information: call us at 860.986.6655 or email us at amy.glasgow@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Amundi Pioneer 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 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.
Responsible Investing - Pursue Competitive Returns. Drive Positive Change. Date: Thursday, November 16, 2023 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Lenore Reiner, Vice President and Senior Responsible Investment Strategy Specialist for Calvert Research and Manage - Affiliated Hosted By: Ameriprise Financial Services, LLC During this complimentarysession, we’ll discuss: Why Responsible Investing matters Current trends in Responsible Investing A unique approach to Responsible Investing To reserve a spot: call us at 860.986.6655 or email us at amy.glasgow@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Facebook LinkedIn Twitter Email Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Need-to-Know Changes to the College Search Date: Wednesday, September 13, 2023 Time: 5:30 PM - 6:30 PM EDT ONLINE EVENT PASSCODE: CD4Cp5 Join this event online Presented By: Heidi King, College Planning Expert - College Inside Track Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC This past year has resulted in some significantchanges to the college planning process. The process is more complex and lesstransparent than it has ever been since so much has changed in such a shorttimeframe. Please join us to learn how these changes may impact your family. We will welcome Heidi King from College InsideTrack who speaks nationwide on the college process. Heidi helps to navigate thecollege search landscape. If you are the parent or grandparent of a highschool student in grades 9-12, this is information you will not want to miss.Register today! Heidi King, College Inside Track and its representatives are not affiliated with Ameriprise Financial.
Family Picture Day Date: Saturday, August 12, 2023 Time: 12:00 PM - 5:00 PM EDT Location: Metro Bis, 690 Hopmeadow St, Simsbury, CT 06070 Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Invesco Has it been a while since you've had family photos taken? We will be at Metro Bis in Simsbury where photographer, Amy Geigner, will come to take complimentary family photos for our clients. The OakBridge Group will do all the planning, you will just need to show up! Let us help you preserve a moment in time! Sign up soon as there will be limited 15 minute sessions available.
Family Day at the Hartford Yard Goats Date: Sunday, July 23, 2023 Time: 12:30 PM - 4:00 PM EDT Location: Dunkin' Donuts Park, 1214 Main St., Hartford, CT 06103 Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Take me out to the ballgame... The OakBridge Group is hosting a day at the Yard Goats! This family day at the ballpark will be filled with baseball, food and fun! Game time is 1:10pm.
Social Security & Medicare: Cornerstones of Retirement Date: Wednesday, July 19, 2023 Time: 4:30 PM - 5:30 PM EDT ONLINE EVENT PASSCODE: 5LCTMg Join this event online Presented By: Justin Morse, Practice Management Specialist - Amundi Pioneer Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Amundi Pioneer Join us for a virtual Social Security & Medicare information session presented by Justin Morse from Amundi Pioneer. Justin has 25 years of experience in financial services specializing in providing education specific to these topics. Thisis an informational seminar. There is no cost or obligation. Amundi Pioneer 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 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.
Private Client Dining at Jovanina's Broken Italian Date: Thursday, May 18, 2023 Time: 6:00 PM - 9:00 PM MDT Location: Jovanina's Broken Italian, 1520 Blake Street, Denver, CO 80202 Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC The OakBridge Group will be hosting a private dining experience and wine tasting at Jovanina’s Broken Italian right in downtown Denver. Please join us.