Upcoming events

2024 SEMINAR SERIES: The Home Stretch: Seven Things To Do in the Decade Before You Retire

EDT

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Tim Nichols, VP-Senior Advisor Consultant of Franklin Templeton

Everspring Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss

· Seven important things you should do before retirement

· How to identify potential hurdles

· Strategies you can use to help successfully cross the finish line

For more information: call us at 207.883.4200 or email us at mary.1.richardson@ampf.com

2024 SEMINAR SERIES: 7 Things No One Tells You About Retirement

EDT

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Terry Huddle, Senior Regional Advisor Consultant, Columbia Threadneedle

Everspring Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

For more information: call us at 207.883.4200 or email us at mary.1.richardson@ampf.com

2024 SEMINAR SERIES: People Care About Elections. Markets Don't

EDT

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Brian Levitt, Global Market Strategist, Invesco

Everspring Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

For more information: call us at 207.883.4200 or email us at mary.1.richardson@ampf.com

2024 SEMINAR SERIES: Washington Update

EST

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Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs, Fidelity Investments

Everspring Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give anon-partisan view of what to expect in 2025 and beyond.

For more information: call us at 207.883.4200 or email us at mary.1.richardson@ampf.com

Past events

2024 SEMINAR SERIES: Major Changes to College Searches in 2024

EDT

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Cozy Wittman, Education and Partnerships, College Inside Track

Everspring Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

This past year has resulted in some of the most significant changes to the college planning process in decades.

· Admission trends have changed around how colleges admit students

· Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests

· The number of schools on the “more selective” list continues to grow

· Substantialchanges to the FAFSA and financial aid may make college more expensive

Join Everspring Wealth as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider giving your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.