Upcoming events

2021 SEMINAR SERIES: Get Invested. Your Goals Are Important Too.

  • EDT
  • Seminar1!
  • Join this event online
  • Lauren Byrne, Internal Division Manager - Columbia Threadneedle Investments
  • Everspring Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Lauren Byrne, Internal Division Manager with Columbia Threadneedle Investments, will discuss investing and why it’s important for women to “get invested.” In this WebEx, you’ll learn some of the characteristics, challenges, and mindsets that are common among women, and discuss how they affect our financial lives. Learn about how everyone, not just women, have their own individual set of circumstances which inform our financial planning. We all have our own aspirations, priorities, and challenges and all approach investing differently.

To reserve a spot: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

The Family Love Letter

  • Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Everspring Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC.

· : 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. You will learn the answers to the following questions and more by joining this event:

o What do you have today?

o Where is it located?

o Who do you contact?
To reserve a spot: call us at 207.883.4200 or email us at abbey.secunde@ampf.com

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.

Past events

Open House- Afternoon Session 4- 6 pm

  • Laura Nardone, Vice President, PGIM Investments, Prepare, Don't Predict - PGIM Investments
  • Everspring Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an open house of our new office space!

Prepare,Don’t Predict!

Laura Nardone, Vice President, PGIM Investments will speak on market volatility. Wine and appetizers will be served.

Open House- Morning Session 9- 11 am

  • Jeffrey Harder, Senior Vice President, Medicare - Combined Benefits United
  • Everspring Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an open house of our new office space!

Medicare Basics

Jeff Harder, Senior VicePresident, Combined Benefits United will share his expertise on Medicare. Coffee & pastries will be served.