Past events

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

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments - Franklin Templeton/ClearBridge Investments
  • Matt Hurwitz, Branch Manager of CT Tri-City
  • Ameriprise Financial Services, LLC

In this session we will provide a collective summary of the economy’s advancement, making it easier to keep pace with market trends, recognize signals of change in the economy and markets which will aide you in making informed decisions on adjusting your portfolio.

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

Franklin Templeton/ClearBridge Investments 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 Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • Matt Hurwitz, Branch Manager of CT Tri-City
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies

- Taxes and your retirement plan

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

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Scholar's Edge 529 Plan: Building your Legacy through Education

  • Rob Tirrell, 529 Sales Director with Principle Financial Group - Principle Financial Group
  • Matt Hurwitz, Branch Manager of CT Tri-City
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Benefits and cost of education

- Savings Options

- Student loans and financial aid

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

Principle Financial Group 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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Planning for Life's Big Moments

  • Peter Nikitas, Regional Director - Fidelity Investments
  • Ameriprise Financial

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

Balancing life today and dreams for tomorrow

  • Matt Hurwitz, Branch Manager - Ameriprise Financial
  • Matt Hurwitz

During this complimentary seminar, you’ll learn ways to:

  • Balance smart decisions about today with planning for tomorrow.
  • Plot your journey to retirement into doable steps so it’s manageable.
  • Maintain financial balance by being prepared for risks and unexpected events.
  • Create a meaningful legacy today.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.