Past events

Responsible Investing - Pursue Competitive Returns. Drive Positive Change

EST

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Lenore Reiner, Vice President & Senior Responsible Investment Strategy Specialist for Calvert Research & Management - Affiliated

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

  • Why Responsible Investing matters
  • Current trends in Responsible Investing
  • A unique approach to Responsible Investing

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

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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 healthcare 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