Upcoming events

Five things to know about Medicare

  • David Holland, JD, CFP®, CFA®, Private Wealth Advisor - Ameriprise Financial, LLC
  • Ben Silberman CIMA®, CPWA®, Financial Advisor

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs can than arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 561.383.3638 or email us at Lori.A.Fraraccio@ampf.com

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

  • David Holland, JD, CFP®, CFA, Private Wealth Advisor - Ameriprise Financial, LLC
  • Ben Silberman CIMA®, CPWA®

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.

To reserve a spot: call us at 561.383.3638 or email us at Lori.A.Fraraccio@ampf.com
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.

Past events

The Power of Feeling Your BEST! with Chris Johnson CEO of ON Target Living

  • Chris Johnson, Founder & CEO of On Target Living
  • David Holland, JD, CFA, CFP®, Private Wealth Advisor
  • Putnam Investments

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

Your guide to balance, energy, and vitality

REST, EAT, and MOVE to help feel your best

Tools and strategies for immediate action
Space is limited. Please make a reservation by Friday, July 23, 2020 for you and a guest.

There is no cost or obligation.

This webinar is sponsored by Putnam Investments.

Putnam Investments is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial Inc. All rights reserved.

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