Upcoming events

2022 SEMINAR SERIES: 7 Essentials of ESG Investing

  • EDT
  • Seminar1!
  • Join this event online
  • Meera Pandit, Vice President, and Global Market Strategist - JP Morgan
  • Everspring Wealth
  • Ameriprise Financial Services, LLC

Join us for an educational webinar about ESG investing. Environmental, Social & Governance considerations are affecting consumer preferences and public attitudes. Policymakers are setting environmental and social goals -for some companies, this may be a headwind… but it also creates significant opportunities for those at the forefront of change. Learn how ESG is affecting the investment landscape and is changing the nature of investment flows.

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

How to Maximize Social Security Benefits

  • Mary Beth Franklin, CFPTM Professional & Contributing Editor at Investment News
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an exclusive opportunity to attend a virtual presentation on Thursday, May 25,2022. The event is complimentary. Below are details about the event. Wednesday, May 25thfrom 4:00 PM - 5:00 PM Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial PlannerTMprofessional in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In this session "How to Maximize Social Security Benefits", You will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits.

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

2022 SEMINAR SERIES: Understanding Medicare A to D

  • EDT
  • Seminar1!
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  • Jeff Nymark, CIMA and Minnesota Sales Director - First Eagle Funds
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

2022 SEMINAR SERIES: Raising Financially Savvy Kids

  • EDT
  • Seminar1!
  • Join this event online
  • Janet Koh, Director-Advisor Advancement Institute - MainStay - New York Life Investments
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

2022 SEMINAR SERIES: Calm, Cool and Invested

  • EDT
  • Seminar1!
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  • Reggie Berg, Director - MFS Investments
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

2022 SEMINAR SERIES: Making Cash Count

  • EDT
  • Seminar1!
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  • Izabella Goldenberg, CFA - Goldman Sachs
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

2022 SEMINAR SERIES: Talking to your children- Building a plan for a healthy financial future

  • EDT
  • Seminar1!
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  • Erica Kay , Manager of US wholesale marketing - Delaware finds by Macquarie
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, you’ll learn:

· The basics of budgeting

· Credit scores and cards

· Paying for college

· Life after college

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

2022 SEMINAR SERIES: The Family Love Letter

  • EST
  • Seminar1!
  • Join this event online
  • Karen Drancik, Senior VP - Neuberger Berman
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

· What do you have today?

· Where is it located?

· Who do you contact?

For more information: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

Past events

2022 SEMINAR SERIES: Knowing Women

  • EDT
  • Seminar1!
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  • Janet Kelly, , VP and Group Head, Pershing Senior Practice Management Consultant, and Partner - BNY Mellon
  • Everspring Wealth
  • Ameriprise Financial Services, LLC

Join us for an educational webinar about women investors. Women’s economic influence and power continue to build – yet, less than one-third of women partner with a financial advisor. This presentation is designed to educate and inspire women investors to transform what, for many, is a challenging process into an energized and forward-thinking journey.

2022 SEMINAR SERIES: Understanding Sleep and Anxiety for Optimal Performance

  • EDT
  • Seminar1!
  • Join this event online
  • Melissa Milanak, PhD, Clinical Psychologist & Executive Consultant - Mind Impact Consulting, for Amundi Asset Management
  • Everspring Wealth
  • Ameriprise Financial Services, LLC

Join us for an educational webinar where Melissa Milanak, PhD, will describe ways for improving workplace effectiveness and quality of life by helping professionals successfully overcome various work and personal challenges to optimize performance. Learn about the balance of sleep, how it works, and things you can do to improve it.

Student of the Market- February 2022

  • EDT
  • Seminar1!
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  • Mark Peterson, Director, Advisor Insights - BlackRock
  • Everspring Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for this timely economic and market update with Mark Peterson of BlackRock.

Mark is a 25-year industry veteran with extensive expertise and experience in investment market strategies.

The Family Love Letter

  • Cheri Brooks , CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services

Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute will be joining us to share more about how to prepare for the unexpected. Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

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

Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.

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.

2022 SEMINAR SERIES: Raising Resilient Children and Young Adults

  • EST
  • Seminar1!
  • Join this event online
  • Dr. Kevin Elko, Motivational Speaker and Best-Selling Author
  • Everspring Wealth
  • Ameriprise Financial Services, LLC

Our world has gone through an incredibly challenging and difficult time. Unfortunately, we know life will continue to bring adversity into our lives. Studies have shown that those who are able to embrace, and harness resiliency will be the ones to not only survive but continue to thrive no matter the changes ahead. This seminar outlines the key components to teach and build resiliency in children and young adults, thereby laying a foundation of success for their futures.