Past Events

Balancing life today and dreams for tomorrow

  • Robert Rafano & Matthew Garber, Private Wealth Advisor, Financial Advisor - Financial Foundation Services, a private wealth advisory practice of Ameriprise Financial Services
  • Robert Rafano, Private Wealth Advisor, and Matthew Garber, Financial Advisor
  • Financial Foundation Services, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary seminar, you’ll learn ways to:

  • Balance smart decisions about today with planning for tomorrow.
  • Plot your journey to retirement into doable steps so it’s manageable.
  • Maintain financial balance by being prepared for risks and unexpected events.
  • Create a meaningful legacy today.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Taking Control of your workplace retirement benefits

  • Robert Rafano and Matthew Garber, Private Wealth Advisor, Financial Advisor - Financial Foundation Services
  • Robert Rafano, Private Wealth Advisor, and Matthew Garber, Financial Advisor
  • Financial Foundation Services, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary seminar you’ll learn:

  • Why retirement planning matters
  • Investment strategies to consider
  • About your workplace retirement benefits and how they can help you reach your retirement goals
  • Simple steps you can take to control your situation

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 in value.

Sending your child to college

  • Robert Rafano and Matthew Garber, Private Wealth Advisor, Financial Advisor - Financial Foundation Services
  • Robert Rafano, Private Wealth Advisor, and Matthew Garber, Financial Advisor
  • Financial Foundation Services, a private wealth advisory practice of Ameriprise Financial Services, Inc.
During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.

Plan for the Future. Maximizing Your Social Security Benefits.

  • Robert Rafano & Matthew Garber, Private Wealth Advisor, Financial Advisor - Financial Foundation Services
  • Robert Rafano, Private Wealth Advisor, and Matthew Garber, Financial Advisor
  • Financial Foundation Services, a private wealth advisory practice of Ameriprise Financial Services, Inc.

This complimentary seminar will explain what you need to know about:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.

Plan for the future. How an estate plan helps put you in control.

  • Robert Rafano, Private Wealth Advisor - Financial Foundation Services
  • Robert Rafano, Private Wealth Advisor, and Matthew Garber, Financial Advisor
  • Financial Foundation Services, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.