Events

Thursday, Oct. 19th

1-1:45 p.m. Eastern Time

The global pandemic showed how health issues can impact marketsand economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

· Key health discussions and decisions

· How a little preparation goes a long way

· How your advisor can help

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 792 7630#

Please plan to call the toll-free number to hear the speaker and join the WebEx event online toview the slides using the login details. WebEx may prompt you to install oractivate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

When we become a caregiver, it often happens without warning, guidance, or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

• Resources for you to share to make a meaningful difference in their lives
• Understanding what is really needed in these circumstances
• Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2483 037 2554#

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Thursday, Sept. 21st

1-1:45pm Eastern Time

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

· At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

· Children

o Kids can be targets of identity theft too

o The warning signs

· Parents and elderly

o Often targets of scams

o The warning signs

· What to do if you become a victim

o Acting fast by completing some important steps

· Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items

Pleasecall: 1-844-621-3956 Meeting Number (Access Code): 2499 226 2864#

CLICK HERE TO JOIN

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thursday, August 17th 1-1:45 p.m. Eastern Time

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio.

We’ll address:

· Municipal (muni)bonds

· Why you may consider investing in a tax-free income fund

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

Click here to join!

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend.

Thursday, July 20th

1-1:45 p.m. Eastern Time

We believe that we are in the midst of an extended Secular Bull Market. It is fueled by the combination of a Digital Revolution and Rise of the Millennial generation. The digital revolution is rapidly shifting the jobs and skills of the future. And the rise of the millennial is changing both meaning and nature of work. While the current market turmoil may be distressing, the future is very bright indeed!

Please call: 1-844-621-3956 Meeting Number (Access Code): 2499 774 7119#

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you inadvance for entering your name and email address to attend.

Thursday, June 15th

1-1:45pm Eastern Time

When it comes to cybersecurity, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cyber crime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cyber security.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2494 325 9118#

Click here to join the WebEx

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.