Past events

National Day Of Service

  • The Westborough Branch of Ameriprise Financial
  • Ameriprise Financial Services, LLC

The Westborough branch of Ameriprise Financial is proud to be participating in the Ameriprise National Day of Service by supporting Friendly House Neighborhood Center in Worcester, MA, and helping to provide hunger relief. Our office will be holding a food drive to benefit the Friendly House Neighborhood Center on November 4th from 4pm – 6pm, and we are inviting our clients and their friends to participate. When you drop off your donation, we hope you will join us for a bite to eat from the local food truck we will have on site.

Items typically needed:

  • Peanut butter
  • Canned soup
  • Canned fruit
  • Canned vegetables
  • Canned fish
  • Canned beans
  • Pasta
  • Rice

Please let us know if you can stop by to donate and grab a quick bite to eat!

Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®. In2020, with support from employees and advisors, Ameriprise provided 8 million meals to hunger-relief organizations across the country.* To learn more about Ameriprise Financial Community Relations, visit ameriprise.com/Community Relations.

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:

- Utilizing a Document Location System

- Appointing the Right Agents, Executors and Trustees

- Rationalizing Amounts, Timing and Structures

- Preparing and Educating Heirs

- Managing Estate Taxes

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

Janus Henderson Investors 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.

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

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

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

Franklin Templeton/Clear Bridge 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 o fprincipal 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 - MFS Investment Management
  • Ameriprise Financial Services, LLC
  • 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.

Tax Strategies for the Current Landscape

  • Christopher P. Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law - Babson College
  • The Westborough Branch
  • Joe Exner, Regional Vice President with Ameriprise Financial

During our discussion we will examine the current tax landscape in detail, including income AND estate/gift taxes. Actionable planning considerations will be highlighted to uncover potential opportunities you can discuss with your financial advisor, tax professional, and estate planning attorney.