Upcoming events

Making It Last: Tax Smart Withdrawals

EDT

Brewport Brewing Company, 225 S. Frontage Street, Bridgeport, CT 06604

Michael D'Angelos, Vice President, Senior Advisor Consultant - Franklin Templeton

Opus: Advice First

Franklin Templeton

LEARN TO DEFEND YOURSELF & YOUR PORTFOLIO

We will kickoff (literally) by participating in a 30-minute self-defense class with an instructor.

The group will then hear from Franklin Templeton on how to “make it last” with some tax smart strategies

to help defend their portfolio from Uncle Sam. (RE: Innovative strategies, navigating difficult markets, inflation, etc.)

To reserve a spot: call us at 203.881.5504 or email us at opusadvicefirst@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial. 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. Investment products are not insured by the FDIC, NCUA or any federal agency, 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6470715ACMR0324

Past events

Let's Spring Into Thirsty Third Thursday's!

EDT

Counter Weight Brewing Company, 7 Diane Court, Cheshire, CT 06410

Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for our March "Thirsty Third Thursday - TTT" event to discuss how to spring clean your budget!

Our mission is to help as many people as possible, so guests are welcome to forward the invitation to additional guests to further extend our family tree of referrals!

We hope you can join us!

New Client & Referral Appreciation Dinner

EST

Encore by Goodfellas, 702 State Street, New Haven, CT 06511

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

This is an opportunity for us to welcome all our new clients from 2023, as well as to say Thank You to those who have referred in 2023 for their trust and confidence in our team.

Our mission is to help as many people as possible, so guests are welcome to forward the invitation to additional guests to further extend our family tree of referrals!

We hope you can join us!

Family Love Letter: Intergenerational Wealth Transfer

EST

Join this event online

Cheri Brooks, Vice President - Neuberger Berman

Opus: Advice First

A Five Star Dining Experience

EDT

Il Capriccio, 704 Main St, Waltham, MA 02451

Lori Arrell, Owner & President of Etiquette for Excellence Consulting Group

Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for a full five-course dining experience complimented by a fun and dynamic seminar that will provide you skills to last a lifetime.

Space is limited. This is an informational seminar. There is no cost or obligation.