Upcoming Events

A Beginner's Guide to Family Finance

  • Jonathan Pierce, Financial Advisor
  • Plymouth Rock Financial Partners

Please join Jonathan Pierce, Financial Advisor, for an overview on strategies for retirement planning, life insurance and college savings. This is a limited seating event to educate new parents on some of the options they have for their family’s financial future.

To reserve a spot: call us at 508.830.4641 , or email us at ilektra.koutsogiannopoulou@ampf.com or make your reservations online

Past Events

Family Love Letter: How Every Family Can Prepare

  • Karen Drancik - Neuberger Berman
  • Plymouth Rock Financial Partners, a financial advisory practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas:

  • What is the “Family Love Letter”?
  • How did it get started?
  • Why is it important to you?
For more information: call us at 508.830.4641 or email us at Ilektra.koutsogiannopoulou@ampf.com

Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.