Upcoming events

Volatility on the Horizon

  • Bryce Gill, Economist - First Trust
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC
To reserve a spot: call us at 617.607.3366 or email us at christina.cobas@ampf.com

The Family Love Letter

  • EST
  • There is not an online event passcode
  • Join this event online
  • Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services

Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

To reserve a spot: call us at 617.607.3366 or email us at Christina.Cobas@ampf.com

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

Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.

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.

Past events

8,000 Days

  • Michael Lynch, Vice President, Strategic Markets - Hartford Funds
  • R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Retirement is often talked about as an end. You might be focused on how to prepare for it, which is critically important. But if you’re looking at retirement as the final goal, then you might not be preparing in the best way.

Understanding how to navigate your retirement is crucial to having a fruitful post-work life. This seminar will focus on exploring the four phases of retirement, their caveats, and options available to you.

We will discuss:

The Honeymoon Phase: the beginning of retirement

The Big Decision Phase: major changes once in retirement

The Navigating Longevity Phase: managing health, mobility, cognition

The Solo Journey Phase: dealing with loss of spouses

This is an informational event. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. MIT AgeLab, Hartford Funds, and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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