Past events

Maintain a Sharper Brain

  • Lisa Feiner, MBA, M.Ed, Co-Founder and Chair - Sharp Again Naturally
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Many factors can contribute to memory loss, but what if there were steps you could take today to help preserve your cognition?

Join us, along with Lisa Feiner, MBA, M.Ed., a Brain Longevity Specialist trained with the Alzheimer’s Research and Prevention Foundation and co-founder of Sharp Again Naturally to learn more about:

  • Causes of memory loss
  • How dementia is not a natural part of aging
  • Tools and lifestyle changes that can help maintain brain health

There can be a big difference between a person’s health span and their life span. Brain health is critical to maintaining independence, engaging with family, and living a happy life with the ones you love. During this session, Lisa will give us a glimpse into a few of the ways we can make choices that will have a positive affect on our future.

This is an informational seminar. There is no cost or obligation. A Dignified Life and Sharp Again Naturally are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved. 3639974ACMR0621

Aging in Place

  • Barbara Newman Mannix, Founder & Chief Executive Officer - A Dignified Life, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Aging can bring about many changes in our lives. One thing that does not have to change, however, is where you call home. Aging in Place is the ability to remain in one’s home or community safely and comfortably regardless of age.

Barbara Newman Mannix, Founder & Chief Executive Officer of A Dignified Life, LLC will join us for a special Q&A discussion as we explore the importance of thorough and thoughtful planning to make certain this can be a reality as you or your loved ones grow older.

  • What are the financial implications of remaining at home for you or a parent/loved one?
  • What resources are available to get the necessary assistance for you or your loved ones to stay at home?
  • What are the medical implications of remaining at home and what physical modifications should be considered?

We encourage you to come prepared with any questions you would like to explore together.

This is an informational seminar. There is no cost or obligation. A Dignified Life and Sharp Again Naturally are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved. 3639974ACMR0621

Planning for the Future: An Approach to Help Your Family

  • Geri Eisenman Pell, CFP®, MBA, CDFA®, Private Wealth Advisor, Chief Executive Officer - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Geri Eisenman Pell, CFP® , MBA, CDFA® , Private Wealth Advisor and Chief Executive Officer of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC will kick us off with an important discussion on how your legacy plan transcends money – it also encompasses your values. Designing a legacy is a personal, often complex process, but it’s well worth the effort. During this session Geri will discuss the importance of documenting:

  • The values you want to pass on to your family
  • How to access to estate planning documents, beneficiary information and insurance policies
  • Where you can keep your passwords safe, but recoverable

Each participant will receive an electronic version of the "Ameriprise Family Legacy Planner", a guidebook that will help you to put in writing a detailed plan for your family all in once place.

This is an informational seminar. There is no cost or obligation. A Dignified Life and Sharp Again Naturally are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved. 3639974ACMR0621

Understanding Medicare from A to D

  • Brian Fakhoury, CIMA®, Vice President and Advisor Consultant - First Eagle Funds
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy.

Though Medicare is an important resource available to us as we age, making use of it can often be a complicated and confusing process.

Join Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC as we welcome Brian Fakhoury, CIMA®, Vice President and Advisor Consultant at First Eagle Funds as he presents this informational seminar that will cover:

  • An introduction to the program, its coverage and costs
  • The enrollment process, where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • Resources available to help Medicare participants

This is an informational seminar. There is no cost or obligation. First Eagle Funds is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021Ameriprise Financial Inc. All rights reserved. 3592841ACMR0521

Understanding Medicare from A to D

  • Brian Fakhoury, CIMA®, Vice President & Advisor Consultant - First Eagle Funds
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy.

Though Medicare is an important resource available to us as we age, making use of it can often be a complicated and confusing process.

Join Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC as we welcome Brian Fakhoury, CIMA®, Vice President and Advisor Consultant at First Eagle Funds as he presents this informational seminar that will cover:

  • An introduction to the program, its coverage and costs
  • The enrollment process, where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • Resources available to help Medicare participants

This is an informational seminar. There is no cost or obligation. First Eagle Funds is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved. 3592841ACMR0521