Upcoming events

Virtual Yoga

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

Join us for a virtual yoga class! 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!

Please invite your friends—The more the merrier! There is no cost of obligation for joining.
To reserve a spot: email us at alexis.bouchard@ampf.com

Sending your child to college

  • Jaime Barnes & Jaci Stanley, Financial Advisors - Ameriprise
  • 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 session, 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
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

The Family Love Letter

  • Cheri Brooks , CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services

Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions:

• What do you have today?

• Where is it located?

• Who do you contact?

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

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

Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.

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.

Plan for the future. How an estate plan helps put you in control.

  • Dan Marean & Dan Wilson, Private Wealth Advisors - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary seminar, you’ll learn ways to:
  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.
To reserve a spot: email us at alexis.bouchard@ampf.com
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.

Five things to know about Medicare

  • Paul Romano & Dan Wilson, Financial Advisors - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session we'll discuss:
  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: email us at alexis.bouchard@ampf.com
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

A guide to teaching financial responsibility

  • Jackie Blau & Josh Sokol, Financial Advisors - Ameriprise
  • 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

Markets Update

  • Dan Wilson, Private Wealth Advisor - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

To reserve a spot: email us at alexis.bouchard@ampf.com
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Retiring on Your Terms

  • Christine DelBrocco & Dan Wilson, Financial Advisors - Ameriprise
  • 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

Past events

Virtual Ergonomics Webinar

  • : Iris Sokol, President and Founder of Ergowell, LLC
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

This comprehensive webinar will teach participants everything they need to know about ergonomics and work station health, including specifics for WFH. This presentation will include:

• Ergonomic Workstation Basics

• Easy, low cost fixes to many workstation issues

• Injury prevention from within (how utilizing good body mechanics and posture can prevent many injuries)

• Stretch Breaks at Your Desk – A unique stretching session that can be done in your office
To reserve a spot: email us at alexis.bouchard@ampf.com