Past events

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • EDT
  • N/A
  • Join this event online
  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Timothy Keene, Associate Branch Manager, Portland, ME branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:

- Utilizing a Document Location System

- Appointing the Right Agents, Executors and Trustees

- Rationalizing Amounts, Timing and Structures

- Preparing and Educating Heirs

- Managing Estate Taxes

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

Janus Henderson Investors and itsrepresentatives are not affiliated with Ameriprise Financial.

Investment products are not federallyor FDIC-insured, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation of value.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. Allrights reserved.

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • Timothy Keene, Associate Branch Manager
  • 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

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

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Timothy Keene, Associate Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:

· Talking about your retirement goals

· Planning for your goal of a financially secure retirement

· Acting on those retirement plans and strategies

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Tax Strategies for the Current Landscape

  • Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
  • Tim Keene, Associate Branch Manager
  • Ameriprise Financial

The presentation will focus on:

- Understanding the current landscape

- Planning considerations and strategies

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Responsible Investing: Aligning your Financial Goals with your Values

  • Lenore Reiner, Responsible Investing Specialist - Eaton Vance/Calvert
  • Ameriprise Financial, Northern States Region
  • Eaton Vance/Calvert

Attend our complimentary seminar to learn more on this topic.

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

Eaton Vance/Calvert is not affiliated with Ameriprise Financial.