Social Security: Preparing for Retirement Date: Wednesday, October 11, 2023 Time: 6:00 PM - 7:00 PM EDT Location: Fiduciam Financial, 835 Straits Tpke, Suite A, Middlebury, CT 06762 You must RSVP to receive access credentials for this event or seminar Presented By: Doug Orton, Vice President, Business Development Consultant - MFS Hosted By: Fiduciam Financial. A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. This event will be in-person and available to join virtually. To reserve a spot: call us at 800.895.6625 or email us at fiduciamfinancial@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Facebook LinkedIn Twitter Email Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Shred Event Date: Saturday, October 21, 2023 Time: 9:00 AM - 1:00 PM EDT Location: Fiduciam Financial - Parking Lot , 835 Straits Tpke, Suite A, Middlebury, CT 06762 Hosted By: Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC Bring in your old bills, confidential mail and other sensitive documents to be professionally destroyed on site complimentary, by ShredSmart. Open to all clients and non-clients! No registration required - just show up! For more information: call us at 800.895.6625 or email us at fiduciamfinancial@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Understanding Medicare: The ins and outs of Medicare Coverage Date: Thursday, September 21, 2023 Time: 4:00 PM - 5:00 PM EDT ONLINE EVENT PASSCODE: There is not an online event passcode Join this event online Presented By: Rick Nahill, Business Development Director – John Hancock Investment Management - Affiliated Hosted By: Ameriprise Financial Services, LLC 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 health care 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 more about the ins and outs of Medicare coverage. Our guest speaker 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
Markets Update Webinar Date: Wednesday, August 16, 2023 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Brian Levitt, Global Market Strategist - Invesco Hosted By: Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss:· Factors that may contribute to market volatility· Strategies to help weather market uncertainty Associate with an Ameriprise Financial franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Personal Security Insights Proven Strategies for Safeguarding Your Wealth and Family Date: Tuesday, August 1, 2023 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Gary Rossi, Vice President - Fidelity Institutional Hosted By: Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC
Markets Update Webinar Date: Wednesday, April 19, 2023 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Rob Bilek, Sr. Regional Consultant - MFS Hosted By: Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss:· Factors that may contribute to market volatility· Strategies to help weather market uncertainty Associate with an Ameriprise Financial franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC
The Hidden Costs of Aging Date: Thursday, March 9, 2023 Time: 4:00 PM - 5:00 PM EST ONLINE EVENT PASSCODE: There is not an online event passcode Join this event online Presented By: Barry Kruse, Vice President - Global Head Franklin Templeton Academy - Affiliated Hosted By: Ameriprise Financial Services, LLC It's exciting to think ofretirement, pursuing a bucket list of travel, adventures, and hobbies, aswell as leaving a healthy estate to loved ones. A financially secure retirementculminates years of planning, work, and savings. Most people are so focused onretiring that they need more preparation for the challenges of managing theirfinances during retirement. Are you prepared for the unexpected? Join us for a “virtual”complimentary Webex event hosted by Ameriprise Financial Services, LLC, onThursday, March 9that 4:00 PM ET, where Barry Kruse, VicePresident – Global Head Franklin Templeton Academy, will explore the topic of “The Hidden Costs of Aging. He will discuss the following: Retirement realities and trends that impact housing decisions in retirement Care and housing options Family, lifestyle, and healthcare considerations in housing decisions How to formulate a plan with a financial professional and your family Click here to register for The Hidden Costs of Aging Event on March 9th This is an informational event. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.