Upcoming events

Responsible Investing: Aligning your financial goals with your values

  • Cory McGrath, Vice President, Regional Director - Eaton Vance
  • Hickory Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial, LLC.

Responsible Investing is an approach to investing that aims to incorporate environmental,social and governance (ESG) factors into investment decisions. This webinar will uncover responsible investing for a changing world, trends within responsible investing and Calvert’s unique Investment approach.

To reserve a spot: call us at 610.828.1786 or email us at michelle.skimmons@ampf.com

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

Past events

Navigating your job transition

  • Shawn C. Smith, Financial Advisor - Hickory Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial LLC.
  • Hickory Pointe Financial Group

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 meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts

COVID-19 Legislation: Key considerations for small business owners and 1099 employees

  • Alan T. Barlow, Private Wealth Advisor - Hickory Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial LLC.
  • Hickory Pointe Financial Group

During this complimentary session, you’ll learn about some COVID-19 legislation aimed at helping small businesses, including:

  • Sick and family leave credits
  • Social Security payroll tax delays
  • Employee retention tax credits
  • Paycheck protection program loans

Winter Food Drive

  • Hickory Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.

We are supporting The Hiway Theatre's Annual Food Drive to help an all-welcoming community non-profit to help fight homelessness. Please consider bringing non-perishable foods as a donation to our Plymouth Meeting office. We will be collecting food donations until February 28th.

Cocktail Reception

  • Shawn C. Smith, Financial Advisor
  • Hickory Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Inc.

Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. Cheers!

Cocktail Reception

  • Shawn C. Smith, Financial Advisor
  • Hickory Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. Cheers!