Upcoming events

Opus: Advice First Annual Year-End Event

  • Christian Finnegan, Comedian
  • Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC

Opus: Advice First Annual Year-End Event, featuring Christian Finnegan, American Stand-Up Comedian

To reserve a spot: call us at 203.881.5504 or email us at anastasia.esposito@ampf.com

There is no cost or obligation to attend. Our office is located at 90 Oxford Road, Oxford CT 06478 . Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2020Ameriprise Financial, Inc., All rights reserved.

Past events

Thirsty Third Thursday

  • Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Bring a friend every third Thursday of the month from 5:30pm-7:30pm. Register you & your guest(s) on opusadvicefirst.com! *NEW* We will now be issuing passports at each TTT. You will receive a stamp on your passport for each guest you bring to a TTT! Submit your passport to be entered into a drawing for a prize at the end of the year!

There is no cost or obligation to attend. Space is limited.

Thirsty Third Thursday

  • Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Bring a friend every third Thursday of the month from 5:30-7:30pm. Register you & your guest(s) on opusadvicefirst.com! *NEW* We will now be issuing passports at each TTT. You will receive a stamp on your passport for each guest you bring to a TTT! Submit your passport to be entered into a drawing for a prize a the end of the year!

There is no cost or obligation to attend. Space is limited.

Thirsty Third Thursday

  • Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Bring a friend every third Thursday of the month from 5:30-7:30pm. Register you & your guest(s) on opusadvicefirst.com! *NEW* We will now be issuing passports at each TTT. You will receive a stamp on your passport for each guest you bring to a TTT! Submit your passport to be entered into a drawing for a prize a the end of the year!

There is no cost or obligation to attend. Space is limited.

Thirsty Third Thursday

  • Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Bring a friend every third Thursday of the month from 5:30-7:30pm. Register you & your guest(s) on opusadvicefirst.com! *NEW* We will now be issuing passports at each TTT. You will receive a stamp on your passport for each guest you bring to a TTT! Submit your passport to be entered into a drawing for a prize a the end of the year!

There is no cost or obligation to attend. Space is limited.

Love & Care: Creating the Family Love Letter & The 2020 CARES Act

  • Cheri Brooks , Senior Vice President - Neuberger Berman
  • Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, Inc

WHAT IS THE FAMILY LOVE LETTER? Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan, especially in today’s uncertain environment. Creating a Family Love Letter® can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.

THE CARES ACT: Due to the pandemic, the CARES Act was passed this year that presents several financial opportunities. Many of you have heard us discuss this in a few of our engagements already. Learn more about some of the highlights of these short-term opportunities that you may want to take advantage of while you can!

Feel free to forward along to friends, family & co-workers for this informational seminar! A copy of the Family Love Letter will be delivered upon request, compliments of Opus: Advice First.

Thisis an informational seminar. There is no cost or obligation. Neuberger Bermanand its representatives are not affiliated with Ameriprise Financial.Investment products are not federally or FDIC-insured, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

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