Events

During this complimentary session, we’ll discuss:

• Why Responsible Investing matters
• Current trends in Responsible Investing
• A unique approach to Responsible Investing

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

• Medicare Parts and When to Enroll
• Medicare Costs
• Medigap
• Medicare Advantage

Working past sixty-five

It's exciting to think of retirement, pursuing a bucket list of travel, adventures, and hobbies, as well as leaving a healthy estate to loved ones.

A financially secure retirement culminates years of planning, work, and savings. Most people are so focused on retiring that they need more preparation for the challenges of managing their finances during retirement. Are you prepared for the unexpected?

Join us for a “virtual” complimentary Webex event hosted by Ameriprise Financial Services, LLC, on Thursday, March 9that 4:00 PM ET, where Barry Kruse, Vice President – Global Head Franklin Templeton Academy, will explore the topic of “The Hidden Costs of Aging". He will discuss the following:

• Retirement realities and trends that impact housing decisions in retirement
• Care and housing options
• Family, lifestyle, and healthcare considerations in housing decisions
• How to formulate a plan with a financial professional and your family

Mark your calendar for Thursday, January 26th at 4:00 PM ET to join us for a “virtual” complimentary webinar featuring two of our thought leaders, Russell Price, Chief Economist, and Elizabeth (Liz) Farley, Vice President – Federal Government Affairs. They will discuss the potential legislative, regulatory, market, and economic impacts.

Russell is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek, and Reuters and has appeared in many other national media outlets. In addition, Bloomberg Financial has cited him as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Liz represents the company’s federal legislative and regulatory interests before Congress and the Administration. She has previously held positions in Federal Government Affairs at New York Life and the industry trade association for broker-dealers, the Securities Industry and Financial Markets Association (SIFMA). In addition, Ms. Varley worked in the U.S. Senate as Counsel at the Senate Special Committee on Aging and as a staff attorney for the Bipartisan Commission on Entitlements and Tax Reform.

Join us for an exclusive opportunity to attend a virtual presentation on Wednesday, November 9, 2022. The event is complimentary. Below are details about the event.

Wednesday, November 9th from 4:00 PM ET - 5:00 PM ET

Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine.

Mary Beth became a Certified Financial Planner TM professional in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast.