Events

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

· Key health discussions and decisions

· How a little preparation goes a long way

· How your advisor can help

When we become a caregiver, it often happens without warning, guidance, or support. This session provides deeply meaningful ways toconnect with family and loved ones when they are forced into the stressful role of becoming a caregiver. In this presentation we will cover:

• Resources for you to share to make a meaningful difference in their lives
• Understanding what is really needed in these circumstances
• Preparing for the future

The tools and resources in this presentation will enable youto be the very best version of yourself as a caregiver.

During this complimentary session, we’ll discuss:

• Why Responsible Investing matters
• Current trends in Responsible Investing
• A unique approach to Responsible Investing

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about healthcare in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September 21, 2023, at 4:00 PM ET to learn moreabout the ins and outs of Medicare coverage.

Our guests peaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

• Medicare Parts and When to Enroll
• Medicare Costs
• Medigap
• Medicare Advantage
• Working past sixty-five

Identity theft can affect you years after a thief beginsusing your information. Knowing how to guard personal information is your firstline of defense. Join this webinar to learn more about how to protect yourself:

· At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

· Children

o Kids can be targets of identity theft too

o The warning signs

· Parents and elderly

o Often targets of scams

o The warning signs

· What to do if you become a victim

o Acting fast by completing some important steps

· Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items