Past events

Getting the most from Medicare benefits

EDT

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Kevin Hansen , Director of Advisor Consulting - Principal Funds

Coffield & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

  • Your concerns during retirement
  • Medicare pros and cons
  • Resources to consider

Economic Insights and the Psychology of Investing

EDT

Planning2022!

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Russell Price, Chief Economist - Ameriprise Financial , Mark Peterson, Director – BlackRock Investment Management

Ameriprise Financial Services, LLC

Join us for an exclusive opportunity to attend a virtual presentation on Thursday, Oct 27, 2022. The event is complimentary. Below are details about the event.

Thursday, October 27th from 4:00 PM EST - 5:15 PM EST

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Mark Peterson, Director BlackRock Investments, will share perspectives and present The Psychology of Investing. The session will focus on keeping calm amid market turbulence & keys to investment success.

After you register, you will receive an email confirmation from WebEx with your Registration ID and the link to join the seminar. You will receive a reminder prior to the event along with access instructions. If you don’t receive the emails, please check your junk, or spam folder.

Social Security

EDT

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Max Eppley , Associate Director - MFS

Coffield & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

  • How retirement benefits are calculated
  • Benefits for married couples and divorcees
  • Taxes and your retirement plan

Successfully Transferring Wealth to the Next Generation

EDT

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Doug Orton, Vice President, Business Development - MFS

Coffield & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

  • Communicating with clarity
  • Being aware of why transfers can fail
  • Tools and resources to help the family wealth discussion