Past events

Social Security - Preparing for Retirement

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  • Graham Kimmerer, Associate Regional Manager - MFS
  • Rothstein & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC

Mythbusting 529 Plans

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  • Marc Crigger, Director and Market Leader - BlackRock
  • Rothstein & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC

Road Map to Retirement - Top IRA Planning Mistakes to Avoid

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  • Mike Coburn, Director - MFS
  • Rothstein & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC

Responsible Investing - Aligning Your Financial Goals With Your Values

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  • Brandon Lindley and Lenore Reiner, Regional Vice Presidents - Eaton Vance
  • Rothstein & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC

Will potential long-term or chronic care needs impact your lifestyle in retirement?

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  • Holt Mcgee, Regional Vice President - RiverSource Insurance
  • Rothstein & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC