Upcoming events

Income Tax & Estate Tax Planning- What Changes Are We Facing?

  • EDT
  • 424 300 726#
  • Join this event online
  • Neil D. Katz, Esq., Managing Partner - Katz Chwat, P.C.
  • Davidson, Maneri & Associates

During this complimentary session we will discuss

- Proposals to increase ordinary income tax rates and long-term capital gains tax rates along with other income tax changes

- The current state of the federal estate tax rules and what we might see soon

- Estate Planning ideas that are still available

- Planning for lifetime and post-death IRA distributions

To reserve a spot: email us at anthony.n.maneri@ampf.com

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

Davidson, Maneri & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Katz Chwat, P.C. 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 of principal and fluctuation of value.

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

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Past events

Navigating College Admissions in a Pandemic

  • EDT
  • 103 247 004#
  • Join this event online
  • Nancy Steenson, College Consultant - Steenson College Coaching
  • Davidson, Maneri & Associates

During this complimentary session we will discuss:

· Do SAT’s Matter Anymore?

· Transcripts that Impress

· Letters of Recommendation – Who, How and When to Ask

· What Makes a Compelling Essay?

· Extracurriculars –Should a Student Be Well Rounded?

· Demonstrated Interest – Showing Colleges You Hope to Attend

· What’s the Difference between Financial Aid and Merit Scholarships?

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

Davidson, Maneri & Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC.

Nancy Steenson and Steenson College Coaching are not affiliated with Ameriprise Financial.

The Compass is a trademark of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Not Federally Insured | No Financial Institution Guarantee | May Lose Value

© 2021 Ameriprise Financial, Inc. All rights reserved.

3715112ACMR0821

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

  • Jennifer Taboada, Vice President, Advisor Insights - Blackrock
  • Davidson, Maneri & Associates

During this presentation we will discuss the fundamental rules of Social Security retirement benefits including:

· Individual benefits

· Spousal and survivor benefits

· Collection strategies

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 of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

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

Blackrock and its representatives are not affiliated with Ameriprise Financial.

Retirement Insights - Guide to Retirement 2021 Edition

  • Michael Valeant, Vice President, Client Advisor - JP Morgan Asset Management
  • Davidson, Maneri & Associates

During this complimentary session, we’ll cover:

· Factors that shape today’s retirement experience

· Behaviors and best practices while saving for retirement

· Considerations for living in retirement

· Building a retirement portfolio

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

J.P. Morgan 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 of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Invest In Yourself - A Financial Workshop For Women

  • Sarah Walter, CIMA, Business Development Consultant - John Hancock
  • Davidson, Maneri & Associates

This program is designed to provide education and potential action steps, including:

• Discovering the unique financial challenges women face

• Exploring what it is that makes investing for the long haul a more challenging proposition for women

• Encouraging you to share your own experiences with regard to what has worked—or not worked—for you in your financial journey

• Developing strategies for establishing and maintaining your financial security

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

Sponsored by John Hancock. John Hancock 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 of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved. 3463048ACMR0221