Upcoming events

Navigating your job transition

  • Scott W. Knaffla, CFP®, ChFC®, APMA®, BFA™, and Kristina Behrens, APMA®, Financial Advisors - Ameriprise Financial
  • Scott W. Knaffla, CFP®, ChFC®, APMA®, BFA™, and Kristina Behrens, APMA®

Being out of work can be very challenging, both financially and emotionally. Today’s session will cover some important things to consider as you navigate through this transition period, including how to:

  • Evaluate your current cash situation
  • Manage your debt and retirement accounts while in between jobs
  • Develop an action plan to follow during this transitional phase and as you look for a new job

To reserve a spot: call us at 906.226.7526 or email us at christine.newhouse@ampf.com
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.

Past events

Responsible Investing - Aligning Your Financial Goals With Your Values

  • Scott Mackey, Responsible Investment Strategy Specialist, and James McCuddy, Regional Director, with Eaton Vance
  • Kristina Behrens, APMA®, and Scott W. Knaffla, CFP®, ChFC®, APMA®, BFA™, Financial Advisors

During this complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to Responsible Investing

Please plan to attend the seminar, where wine and hors d’ oeuvres will be provided.

This is an informational seminar. There is no cost or obligation.

Eaton Vance and its representatives are not affiliated with Ameriprise Financial.

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.

Virtual Travel Talk: Planning for Travel in 2021 & Beyond

  • EDT
  • Travel2021!
  • Join this event online
  • Laura Chapman, Owner, Holiday Travel Vacations
  • Scott W. Knaffla, CFP®, ChFC®, APMA®, BFA™ & Kristina Behrens, APMA®, Financial Advisors

Please join us for a virtual discussion featuring the latest tips and tricks you should know when planning your next vacation.

This is an informational seminar. There is no cost or obligation. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved. 3481410ACMR0321