Past events

Understanding Medicare from A-D

  • Alex Katz, Vice President - First Eagle Investment Management LLC
  • Peter Kettle
  • Iron Birch Advisors

Road Map to Retirement - Top IRA Planning Mistakes to Avoid

  • Craig LoConte, Director - MFS
  • Iron Birch Advisors, A financial advisory practice of Ameriprise Financial Services, LLC

Social Security: Preparing for Retirement

  • Karen Ireland, Business Development Consultant - MFS
  • Peter Kettle, Financial Advisor

MFS and its representatives are not affiliated with Ameriprise Financial Services, LLC

Education Planning and Funding

  • Valerie Weiss, Regional Advisor Consultant - Columbia Threadneedle Investments
  • Peter Kettle
  • Colmbia Threadneedle Investments

Please join me to discuss the rising cost of education and the importance of college planning. You can walk away with a clear and effective plan for funding the cost of college.

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

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.