Upcoming events

U.S. Legacy Income Trusts: The Next Generation Of Planned Giving From Eaton Vance, Longtime Leaders

  • Eileen Tam, Product Manager - Eaton Vance
  • Robert Dunkley - Fianncial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session, we will discuss the following:

· What are U.S. Legacy Income Trusts

· Who can benefit

· How do they work

· Tax advantages

· Charitable Giving Options

To reserve a spot: call us at 508.957.9000 or email us at stephanie.rolfe@ampf.com

This is an informational seminar. There is no cost or obligation. Eaton Vance and its representatives are not affiliated with Ameriprise Financial. 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.

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 Services, LLC.Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

Past events

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

  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Robert Dunkley, Financial Advisor
  • Ameriprise Financial Services, LLC

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

Janus Henderson Investors and its representatives are notaffiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationof value.

3741693ACMR0921

The Anatomy of a Recession: What to Look for and Where We’re Headed

  • Corey Hardie, Director, Portfolio Specialist - Franklin Templeton/ClearBridge Investments
  • Robert Dunkley, Financial Advisor
  • Ameriprise Financial Services, LLC

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

FranklinTempleton/ClearBridge Investments and its representatives are not affiliatedwith Ameriprise Financial.

Investment products are not federally or FDIC-insured, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationof value.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

3570202ACMR0521