Upcoming events

Tax Strategies for Business Owners to Action by April 15th

  • RSVP Below
  • Join this event online
  • Erin J Scannell , CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

With the inauguration of the new administration and April 15th just around the corner, it’s important to plan ahead and take advantage of top tax strategies that could impact you and your business. Join us on 1/28 at 12pm as we share top strategies to action on prior to April 15th for business owners including:

  • Funding tax shelters for 2020 (IRA, Roth, SEP, Simple, Solo 401k, HSAs, etc)
  • Getting on track to fund tax shelters for 2021
  • Commonly missed tax shelters
  • How some business owners may be able to supercharge their tax shelters
  • Possible tax impacts of an entity changes (LLC, partnership, S corp, C corp)
  • Impact and timing of the Biden tax proposals
  • Making sure start of the year benefits are in order (deadline for filing S or C election, bookkeeping protocols, retirement plans, funding calendar, etc)
To reserve a spot: email us at planwithHWA@ampf.com

Past events

Investing to "Do Good" ESG

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  • Join this event online
  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Many investors around the globe are interested not only in the financial outcomes of their investments-but also the impact their investments may have, and the role their assets can play in promoting certain global issues. Such investors often cite a sense of responsibility to “do good” socially and environmentally and want to align their values with their investing. This is where ESG and impact investing portfolios can come into play. Join us to learn strategies on how to invest in a way that aligns with your values and to learn the benefits of socially responsible and ESG investing.

Social impact investing or ESG may increase risk due to the limitations and constraints involved in investment selection and, as a result, the fund may underperform other funds that do not consider the social impact.

Kids Financial Bootcamp - Elementary & Middle School Session

  • RSVP Below
  • Join this event online
  • Erin J Scannell , CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Wealth is a mindset. Let’s build it together.

“Teach the children so it will not be necessary to teach the adults” Abraham Lincoln

Money can’t buy happiness, but it affords us the ability to buy two things that the wealthy say are far more important than money: Freedom and Time. Join us as we discuss tips and strategies to build our Wealth Mindset, and tactics for making the best money decisions we can, with the resources we have. We don’t teach kids about money in school, and so most young adults are sent into the world with little to no formal education in how to make smart money decisions.

Kids Financial Bootcamp - High School Session

  • RSVP Below
  • Join this event online
  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Wealth is a mindset. Let’s build it together.

“Teach the children so it will not be necessary to teach the adults” Abraham Lincoln

Money can’t buy happiness, but it affords us the ability to buy two things that the wealthy say are far more important than money: Freedom and Time. Join us as we discuss tips and strategies to build our Wealth Mindset, and tactics for making the best money decisions we can, with the resources we have. We don’t teach kids about money in school, and so most young adults are sent into the world with little to no formal education in how to make smart money decisions.

Everyday Apps for Extraordinary Times

  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
  • Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
  • Macquarie Asset Management

Join us to discuss how we can use technology to navigate the new normal of social distancing during our current pandemic and beyond. The discussion will be aimed around helping you find a few extra minutes in your day by leveraging smartphones or tablets just a little more efficiently. At the end of the year, those spare minutes turn into hours. Hours that can be spent focusing on the things that truly matter to you. We will leave you with key tips of invaluable information you can access immediately just by reaching into your pocket or purse and downloading an app!

Market Update

  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor - Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
  • Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

2020 has become a year for the history books, so it’s no surprise that the investment markets suffered from volatility. Join us for a discussion on what is behind the volatility, what is expected for the economy, and strategies you can take to both help safeguard yourself from and take advantage of this volatility. We will cover the following topics:

  • What impact may a COVID vaccine have on the volatility of the stock market
  • How can we prepare our financial plans for the next virus
  • Leading indicators – the 12 things that have historically foreshadowed recessions and what they are now saying
  • Strategies to hedge your goals from the volatility
  • Strategies to take advantage of the volatility