Upcoming events

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • The Westborough Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore specific events that you may encounter at one point in your life:

· Moments in relationships

· Making a large purchase

· Education planning

· Retirement

· Changes in Health

· Aging and Caregiving

· Leaving a legacy

To reserve a spot: call us at 508.621.5700 or email us at kimberly.a.oller@ampf.com

This is an informational seminar. There is nocost or obligation.

Fidelity Investments and its representativesare not affiliated with Ameriprise Financial.

Ameriprise FinancialServices, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Scholar’s Edge 529 Plan: Building your Legacy through Education

  • Rob Tirrell, 529 Sales Director with Principle Financial Group - Principle Financial Group
  • The Westborough Office of Ameriprise Financial
  • Ameriprise Financial Services, LLC

During thiscomplimentary session, we’ll discuss:

- Benefitsand cost of education

- SavingsOptions

- Student loans and financial aid

To reserve a spot: call us at 508.621.5700 or email us at kimberly.a.oller@ampf.com

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

PrincipleFinancial Group and its representatives are not affiliated with AmeripriseFinancial.

Investmentproducts are not federally or FDIC-insured, are not deposits or obligations of,or guaranteed by any financial institution, and involve investment risksincluding possible loss of principal and fluctuation in value.

Clientsshould carefully consider the investment objectives, risks, charges, andexpenses associated with a 529 Plan before investing. More informationregarding a particular 529 Plan is available in the issuer’s officialstatement, which may be obtained from an Ameriprise Financial advisor.Investors should read the 529 Plan’s official statement carefully beforeinvesting. Clients should also consider, before investing, whether theinvestor’s or designated beneficiary’s home state offers any state tax or otherstate benefits such as financial aid, scholarship funds or protection fromcreditors that are only available for investments in such state’s qualifiedtuition program.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • Westborough Office of Ameriprise Financial
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies

- Taxes and your retirement plan

To reserve a spot: call us at 508.621.5700 or email us at kimberly.a.oller@ampf.com

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

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

The Anatomy of a Recession: What to Look for and Where We’re Headed

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments - Franklin Templeton/ClearBridge Investments
  • The Westborough Office of Ameriprise Financial
  • Ameriprise Financial Services, LLC

In this session we will provide a collective summary of the economy’s advancement, making it easier to keep pace with market trends, recognize signals of change in the economy and markets which will aide you in making informed decisions on adjusting your portfolio.

To reserve a spot: call us at 508.621.5700 or email us at kimberly.a.oller@ampf.com

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

Franklin Templeton/Clear Bridge 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 o fprincipal and fluctuation of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.