Upcoming events

Five things to know about Medicare

  • David Holland, JD, CFP®, CFA®, Private Wealth Advisor - Ameriprise Financial, LLC
  • Ben Silberman CIMA®, CPWA®, Financial Advisor

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs can than arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 561.383.3638 or email us at Lori.A.Fraraccio@ampf.com

Plan for the future. How an estate plan helps put you in control.

  • David Holland, JD, CFP®, CFA, Private Wealth Advisor - Ameriprise Financial, LLC
  • Ben Silberman CIMA®, CPWA®

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

To reserve a spot: call us at 561.383.3638 or email us at Lori.A.Fraraccio@ampf.com
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.

Past events

Brainworks -Simple Solutions for Staying Sharp

  • Jeffrey Pawliger, Director, Southern Florida, PR, VI
  • Daniel Landrau, Complex Director

During this complimentary presentation, the following will be addressed

· The foundation for brain health

· Brain strength training

· Brain booster training regimen

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

Sponsored by Janus Henderson

Janus Henderson and its representatives arenot affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved. 3106339ACMR0620

The Power of Feeling Your BEST! with Chris Johnson CEO of ON Target Living

  • Chris Johnson, Founder & CEO of On Target Living
  • David Holland, JD, CFA, CFP®, Private Wealth Advisor
  • Putnam Investments

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

Your guide to balance, energy, and vitality

REST, EAT, and MOVE to help feel your best

Tools and strategies for immediate action
Space is limited. Please make a reservation by Friday, July 23, 2020 for you and a guest.

There is no cost or obligation.

This webinar is sponsored by Putnam Investments.

Putnam Investments is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial Inc. All rights reserved.

3146335ACMR0720

Bond investing amidst interest rate uncertainty

  • David Spagnoli, Vice President, Regional Sales - PGIM Investments
  • Drew Granauro, Branch Manager
  • Ameriprise Financial

The presentation will focus on these areas:

  • Why own bonds?
  • The risks of fixed income investing
  • Effects of changing interest rates
  • Where are U.S. interest rates headed
  • Considerations when constructing a fixed income portfolio

PGIM 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 in value

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Investing through a crisis

  • Garrett Melson, Portfolio Strategist - Natixis
  • Daniel Landrau, Complex Director
  • Ameriprise Financial

This complimentary presentation will focus on:

  • The resilience of past markets
  • Current trying times
  • Considering the future

Natixis and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

The Future Of Investing Harnessing The Power Of Big Data

  • Ti Kazaryan, Director and Senior Product Strategist - BlackRock
  • Drew Granauro, Branch Manager
  • Ameriprise Financial

During this presentation you will learn about research driven investment approaches and how big data is changing the marketplace, including:

  • Natural language processing
  • Internet searches
  • Geo-location
  • Machine learning
  • Social media

BlackRock 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.