Past events

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore specific events that you may encounter at one point in your life:

· Moments in relationships

· Making a large purchase

· Education planning

· Retirement

· Changes in Health

· Aging and Caregiving

· Leaving a legacy

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

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:

· Talking about your retirement goals

· Planning for your goal of a financially secure retirement

· Acting on those retirement plans and strategies

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll look at:

- Today’s economic landscape

- U.S. markets

- Global outlook

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

J.P. Morgan Asset Management 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. 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Tax Strategies for the Current Landscape

  • Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial

The presentation will focus on:

- Understanding the current landscape

- Planning considerations and strategies

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial 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 in value.

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Family Love Letter - How Every Family Can Prepare

  • Cheri Brooks, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute
  • Ameriprise Financial Hingham
  • Neuberger Berman

LOSS of a LOVED ONE?

Even with all the information in one place it’s not an easy process

Imagine your spouse or kids coming in to put the paper trail together

Now imagine during a time of grief, stress, and confusion

Family Love Letter – How Every Family Can Prepare

WHAT IS IT?

  • Gift of information
  • Roadmap for the next generation
  • Stories, hopes & desires … in the event of incapacity or loss
  • The Link – “voice of family dynamics”

PURPOSE

  • Preserve relationships
  • Provide security
  • NOT a legal document but a SYSTEM to gather pertinent info
  • Longer we live, the longer, deeper and wider our paper trail

There is no obligation or cost for this event.

Cheri Brooks and Neuberger Berman Advisor Institute is not affiliated with Ameriprise Financial.