Past events

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Joseph G. O'Keefe, Financial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:

· Talking about your retirement goals

· Planning for your goal of a financially secure retirement

· Acting on those retirement plans and strategies.

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management
  • Joseph G. O'Keefe Financial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll look at:

- Today’s economic landscape

- U.S. markets

- Global outlook

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

J.P. Morgan Asset Management 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. International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

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 and CPA Member of the Putnam Advisory Group - Putnam Advisory Group
  • Anthony Zanetti Branch Manager
  • Ameriprise Financial Services, LLC

During our discussion today 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.

There is no obligation or cost for this event. Christopher Hennessey & Putnam Investments 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 in value. Ameriprise Financial Services, LLC Member

Family Love Letter-How every family can prepare

  • Cheri Brooks, Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Anthony Zanetti - Branch Manager

Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.

There is no obligation or cost for this event. Karen Drancik and Neuberger Berman Advisor Institute is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC Member FINRA and SIPC.