Upcoming events

Knowing Women – Your Financial Wellness – Now is the Time

  • Audrey Seybert, North America Intermediary Marketing Lead & Brand Ambassador - BNY Mellon
  • John Olohan, Financial Advisor
  • Ameriprise Financial Services, LLC

What factors compound to make saving for retirement even more challenging for women?

- Women are caregivers and that comes at a cost

- Women are more likely to be widowed than men

- Women face grater long-term care costs

To reserve a spot: call us at 781.556.0072 or email us at brian.j.noyes@ampf.com

This is an informational seminar. There is no cost or obligation. BNY Mellon and its representatives are not affiliated with Ameriprise Financial

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

Past events

Year-End Planning Consideration

  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of the PIMCO Advisor Education Group - PIMCO
  • John Olohan, Financial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss four targeted areas that should bereviewed at year-end and break each down:

- Investment Portfolios

- Income Tax

- Retirement Planning

- Wealth Transfer and legacy planning

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

U.S. Legacy Income Trusts: The Next Generation Of Planned Giving From Eaton Vance, Longtime Leaders

  • Eileen Tam, Product Manager - Eaton Vance
  • John Olohan, Financial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session, we will discuss the following:

· What are U.S. Legacy Income Trusts

· Who can benefit

· How do they work

· Tax advantages

· Charitable Giving Options

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

The Anatomy of a Recession: What to Look for and Where We’re Headed

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

In this session we will provide a collective summary of the economy’s advancement, making it easier to keep pace with market trends, recognize signals of change in the economy and markets which will aide you in making informed decisions on adjusting your portfolio.

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

Franklin Templeton/ClearBridge Investments 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies

- Taxes and your retirement plan

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

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Scholar’s Edge 529 Plan: Building your Legacy through Education

  • Rob Tirrell, 529 Sales Director with Principle Financial Group
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Benefits and cost of education

- Savings Options

- Student loans and financial aid

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

Principle Financial Group 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.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.