Upcoming events

Common types of fraud: How to protect yourselves and your loved ones

  • Jaime Barnes & Paul Romano, Financial Advisors - Skyeburst Wealth Management
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary seminar, we’ll talk about common types of fraud and scams, and help you:

  • Learn how to identify and avoid falling victim to a scam
  • Understand the resources available to you as an Ameriprise client
To reserve a spot: email us at alexis.bouchard@ampf.com

Retiring on Your Terms

  • Dan Wilson, Private Wealth Advisor - Skyeburst Wealth Management
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:

  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Identify risks that could throw your retirement plans off track.
  • Create a meaningful legacy today — and for when you’re gone

To reserve a spot: email us at alexis.bouchard@ampf.com

Sending your child to college

  • Jackie Blau & Josh Sokol, Financial Advisors - Skyeburst Wealth Management
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Invest in your child's future without sacrificing yours. During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.
To reserve a spot: email us at alexis.bouchard@ampf.com

Virtual Yoga Class

  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Jen Palmer, Owner of Universal Power Yoga, will lead us through an hour long session of beginners’ yoga.

Jen has two studios in Norwood and Wrentham, MA. She is experienced and passionate about sharing the gift of yoga with her community. Her classes are welcoming and inspiring. Her mission is to share the health benefits of yoga!

To reserve a spot: email us at alexis.bouchard@ampf.com

A guide to teaching financial responsibility

  • Jaime Barnes & Dan Marean, Private Wealth Advisors - Skyeburst Wealth Management
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family
To reserve a spot: email us at alexis.bouchard@ampf.com

Planning for the future: An approach for the whole family

  • Dan Wilson & Christine DelBrocco, Financial Advisors - Skyeburst Wealth Management
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones
To reserve a spot: email us at alexis.bouchard@ampf.com

Investing for the life you've earned - today and tomorrow

  • Alex Kezer & Josh Sokol, Financial Advisors - Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LL
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Are your investments working hard enough for you? During this complimentary seminar, you’ll learn about:

  • Seven essential components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
To reserve a spot: email us at alexis.bouchard@ampf.com
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.

Why a Roth IRA? Why Now?

  • Jackie Blau & Katie O'Connell, Financial Advisors - Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LL
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
To reserve a spot: email us at alexis.bouchard@ampf.com
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.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Protect yourself against identity theft

  • Dan Wilson, Private Wealth Advisor - Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LL
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

What can you do to protect your identity from being stolen? During this complimentary seminar, you’ll learn about:

  • Common ways your personal information can be compromised
  • Steps you can take to protect your personal information
  • What to do if you are a victim of identity theft
To reserve a spot: email us at alexis.bouchard@ampf.com

From SIMPLE to Sophisticated: Small Business Retirement Plans

  • Jackie Blau , Private Wealth Advisor - Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LL
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:

  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you
To reserve a spot: email us at alexis.bouchard@ampf.com
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.

Virtual Yoga Class

  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Jen Palmer, Owner of Universal Power Yoga, will lead us through an hour long session of beginners’ yoga.

Jen has two studios in Norwood and Wrentham, MA. She is experienced and passionate about sharing the gift of yoga with her community. Her classes are welcoming and inspiring. Her mission is to share the health benefits of yoga!

To reserve a spot: email us at alexis.bouchard@ampf.com

Living well today and tomorrow-Actionable strategies and exploration of options for your portfolio

  • Dan Wilson, Private Wealth Advisor - Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LL
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
  • Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
  • Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
  • Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.
To reserve a spot: email us at alexis.bouchard@ampf.com
Before you purchase, be sure to ask your advisor about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.

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.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.