Upcoming events

Webinar: Spring Clean Your Finances

EDT

You must RSVP to receive access credentials for this event or seminar

Janet Koh, Director, Advisor Advancement Institute - New York Life

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.
To reserve a spot: call us at 800.895.6625 or email us at fiduciamfinancial@ampf.com
RSVP Online

American Red Cross Blood Drive

EDT

Simsbury Public Library, 725 Hopmeadow Street, Simsbury, CT 06070

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC

To meet the critical need for blood donations in our community, our office is partnering with the American Red Cross, and the Simsbury Public Library to co-sponsor a blood drive on Tuesday March 26th from 1-6pm.

If you are interested to donate, please email us with your preferred time window (e.g. between 1-6 pm) or register on the events tab of our website, adding in the comments section your preferred appointment time. The sooner you register, the more likely your desired appointment time will be available. Our team will be on site at the library providing moral support and handing out refreshments.
To reserve a spot: call us at 800.895.6625 or email us at fiduciamfinancial@ampf.com
RSVP Online

Past events

Webinar: AI Revolution

EST

You must RSVP to receive access credentials for this event or seminar

Linda Duessel, Senior VP, Senior Equity Strategist - Federated Homes

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Capital Markets Outlook and Opportunities Q4 2023

EST

You must RSVP to receive access credentials for this event or seminar

Seth Buks, CIMA ®, Client Portfolio Manager - Columbia Threadneedle Investments

Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC

Shred Event

EDT

Fiduciam Financial - Parking Lot , 835 Straits Tpke, Suite A, Middlebury, CT 06762

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!

Social Security: Preparing for Retirement

EDT

Fiduciam Financial, 835 Straits Tpke, Suite A, Middlebury, CT 06762

You must RSVP to receive access credentials for this event or seminar

Doug Orton, Vice President, Business Development Consultant - MFS

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.

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

There is not an online event passcode

Join this event online

Rick Nahill, Business Development Director – John Hancock Investment Management - Affiliated

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