Balancing life today and dreams for tomorrow Date: Tuesday, April 16, 2024 Time: 6:00 PM - 7:00 PM EDT Location: Saltwater Grille, 231 Front Street, South Portland, ME 04106 Presented By: Patrick Lawler, Financial Advisor - Atlantic Wealth Planning Group Hosted By: Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Are you able to live well today and still save for tomorrow? During this complimentary session, you’ll learn ways to balance smart decisions about today with planning for tomorrow. Learn how to plot your journey to retirement into doable steps so it’s manageable, while creating a meaningful legacy today. Investment products are not insured by the FDIC, NCUA or any federal agency, 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Prepare Don't Predict Date: Tuesday, February 20, 2024 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: anxNQx Join this event online Presented By: Laura Nardone, VP Regional Coordinator - PGIM Investments Hosted By: Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
7 Things No One Tells You About Retirement Date: Thursday, November 30, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Russ Gentile, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Women, Wealth, and Wisdom - Estate planning case study Date: Thursday, November 16, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Brooke Baker, Business Development Consultant - John Hancock Investment Management Hosted By: Atlantic Wealth Planning Group
Market Intelligence Date: Monday, November 6, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Jason McKinney, SVP, Business Consultant - John Hancock Investment Management Hosted By: Atlantic Wealth Planning Group