Past events

Politics in 2021: New President, New Congress, New Vaccine

  • Sharon R Olson, Vice President-Government Relations - Natixis Investment Managers
  • Joseph Pickrell Financial Advisor Associate Vice President
  • Ameriprise Financial Services, LLC.

During this complimentary session, we’ll discuss:

  • The new vaccine
  • The new Congress
  • The new administration

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

Natixis Investment Managers and its representatives are not affiliated with Ameriprise Financial.Disclosures

Join Us for a Virtual Event focused on Resilience and Mental Toughness

  • Rick Andstrom, Navy SEAL , Motivational Speaker
  • Joseph Pickrell | Financial Advisor | Associate Vice President
  • Putnam Investments

The presentation will focus on these areas:

  • Strategies for building mental resilience
  • Techniques for developing mental toughness

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Knowledge is power - financial strategies for women

  • Dylana Hopler, CFP(R), CRPC(R), Complex Director - Ameriprise Financial Services, LLC
  • Joseph Pickrell, Financial Advisor, Associate Vice President
  • - Ameriprise Financial Services, LLC
During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:
  • Address the income gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events
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.

Navigating Social Security

  • Sharon Carson, Executive Director, Retirement Strategist - J.P. Morgan Asset Management
  • Joseph Pickrell Financial Advisor Associate Vice President

During this complimentary session, we’lldiscuss:

  • The basics of Social Security
  • Making a claiming decision
  • The future of Social Security

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

J.P. Morgan and its representatives are not affiliated with Ameriprise Financial.

How to Stay Safe From Cyber Crime and Identity Theft

  • Jeff Lanza, Retired - FBI Agent
  • Ameriprise Financial Services, LLC.
  • John Hancock

This presentation will focus on these areas:

  • The impact of technology
  • Understanding the threats
  • Protecting you and your family
  • Accountability and support

John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial. This is an informational event. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC