Upcoming 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.

To reserve a spot: call us at 508.281.6000 or email us at anita.greska@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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Past Events

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.

Creating your "retirement paycheck": Strategies to help you live the life you deserve

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:

  • Determine how much income you’ll need in retirement
  • Identify income sources that you can combine to create your "retirement paycheck"
  • Help make your savings last

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.

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.