Upcoming Events

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

  • Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager, Financial Advisor - Oasis Financial Services
  • Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial 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.

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@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.

College resources: Paying for college

  • Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager, Financial Advisor - Oasis Financial Services
  • Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial Services, Inc.

During this complimentary session you'll learn more about

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation
To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com

Retirement on your terms

  • Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager, Financial Advisor - Oasis Financial Services
  • Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial Services, Inc.

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Plan for the Future. Maximizing Your Social Security Benefits.

  • Lars Lambrecht, CFP®, CDFA®, APMA®, CLU®, CLTC , Practice Manager, Financial Advisor - Oasis Financial Services
  • Oasis Financial Services, a private wealth advisory practice of Ameriprise Fiancial 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.

To reserve a spot: call us at 508.281.6000 or email us at Paige.Horn@ampf.com