Upcoming events

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore specific events that you may encounter at one point in your life:

· Moments in relationships

· Making a large purchase

· Education planning

· Retirement

· Changes in Health

· Aging and Caregiving

· Leaving a legacy

To reserve a spot: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Scholar’s Edge 529 Plan: Building your Legacy through Education

  • Rob Tirrell, 529 Sales Director with Principle Financial Group
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Benefits and cost of education

- Savings Options

- Student loans and financial aid

To reserve a spot: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

Principle Financial Group and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies

- Taxes and your retirement plan

To reserve a spot: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

The Anatomy of a Recession: What to Look for and Where We’re Headed

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

In this session we will provide a collective summary of the economy’s advancement, making it easier to keep pace with market trends, recognize signals of change in the economy and markets which will aide you in making informed decisions on adjusting your portfolio.

To reserve a spot: call us at 781.556.0020 or email us at heather.floridia@ampf.com

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

Franklin Templeton/ClearBridge Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Past events

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:

· Talking about your retirement goals

· Planning for your goal of a financially secure retirement

· Acting on those retirement plans and strategies

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll look at:

- Today’s economic landscape

- U.S. markets

- Global outlook

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

J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Tax Strategies for the Current Landscape

  • Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
  • Ameriprise Financial Hingham Branch
  • Ameriprise Financial

The presentation will focus on:

- Understanding the current landscape

- Planning considerations and strategies

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial 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 federally or FDIC-insured, 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.

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Family Love Letter - How Every Family Can Prepare

  • Cheri Brooks, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute
  • Ameriprise Financial Hingham
  • Neuberger Berman

LOSS of a LOVED ONE?

Even with all the information in one place it’s not an easy process

Imagine your spouse or kids coming in to put the paper trail together

Now imagine during a time of grief, stress, and confusion

Family Love Letter – How Every Family Can Prepare

WHAT IS IT?

  • Gift of information
  • Roadmap for the next generation
  • Stories, hopes & desires … in the event of incapacity or loss
  • The Link – “voice of family dynamics”

PURPOSE

  • Preserve relationships
  • Provide security
  • NOT a legal document but a SYSTEM to gather pertinent info
  • Longer we live, the longer, deeper and wider our paper trail

There is no obligation or cost for this event.

Cheri Brooks and Neuberger Berman Advisor Institute is not affiliated with Ameriprise Financial.

Responsible Investing: Aligning your Financial Goals with your Values

  • Lenore Reiner, Responsible Investing Specialist - Eaton Vance/Calvert
  • Ameriprise Hingham Branch
  • Eaton Vance/Calvert

This session will provide information around:

  • Why responsible investing matters
  • Trends in responsible investing
  • A unique approach to responsible investing

EatonVance/Calvert is not affiliated with Ameriprise Financial, Inc.