Upcoming Events

Divorce and Financial Confidence: 6 Keys to Financial Success Post-Divorce

Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC, Financial Planner, Practice Manager - Oasis Financial Services

Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial Services, Inc.

During this complimentary seminar, we’ll talk about key factors that will help drive financial success after a divorce, including:

  • Spending habits
  • Retirement projections and investments
  • Tax implications
  • Insurance and estate planning

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com

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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
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Plan for the future. How an estate plan helps put you in control.

Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC, Financial Advisor, Practice Manager - Oasis Financial Services

Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial Services, Inc.

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 508.281.6000 or email us at Paige.Horn@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.
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CE for Certified Public Accountants: Estate Planning Fundamentals for Beneficiary Designations

Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager/Financial Advisor - Oasis Financial Services

Oasis Financial Services

  • The Key role beneficiary designations play in IRA wealth transfer
  • IRA beneficiary designations options, including the Ameriprise Financial Special Beneficiary Restriction
  • How to help clients manage estate tax burden for themselves and their heirs

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com

This seminar is approved for 1 hour of CPE credit

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College resources: Paying for college

Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC, Financial Advisor, Practice Manager - Oasis Financial Services

Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial Services, Inc.

During this complimentary session you'll learn more about

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com

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CE for Certified Public Accountants: Qualified Business Income Deduction

Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager/Financial Advisor - Oasis Financial Services

Oasis Financial Services

How Pass-through entities may benefit from the Qualified Business Income Deduction (QBID)

How to help business owners maximize retirement plan contributions that may help reduce their taxable income and increase deductions

How to identify QBID Planning Opportunities

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com

This seminar is approved for 1 hour of CPE credit

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CE for Certified Public Accountants: From SIMPLE to Sophisticated: Small business retirement plans

Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager/Financial Advisor - Oasis Financial Services

Oasis Financial Services

  • Retirement plans that are suitable for small businesses
  • IRA-based retirement plans and features
  • Qualified retirement plans and features

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com

This seminar is approved for 1 hour of CPE credit

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to Calendar

Past Events

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

Lars Lambrecht, CFP®, CLU®, CLTC®, AMPA®, Financial Advisor - Oasis Financial Services

Dawn E Smith, CFP®, ChFC®, CRPC®, CLTC®, CFDA®, AMPA®, Private Wealth Advisor

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.

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.

Plan for the Future. Maximizing Your Social Security Benefits.

Lars Lambrecht, CFP®, CLU®, CLTC®, AMPA®, Financial Advisor - Oasis Financial Services

Dawn E Smith, CFP®, ChFC®, CRPC®, CLTC®, CFDA®, AMPA®, Private Wealth Advisor

This complimentary seminar will explain what you need to know about:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.

Sending your child to college

Lars Lambrecht, CFP®, CLU®, CLTC®, AMPA®, Financial Advisor - Oasis Financial Services

Dawn E Smith, CFP®, ChFC®, CRPC®, CLTC®, CFDA®, AMPA®, Private Wealth Advisor

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

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.

Why a Roth IRA? Why Now?

Lars Lambrecht, CFP®, CLU®, CLTC®, AMPA®, Financial Advisor - Oasis Financial Services

Dawn E Smith, CFP®, ChFC®, CRPC®, CLTC®, CFDA®, AMPA®, Private Wealth Advisor

A confident retirement doesn’t just happen. This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.