Upcoming events

Divorce changes everything: Find your independence

  • Jaime Barnes & Jaci Stanley, Financial Advisors - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary session we will discuss ways for you to:
  • Feel more confident about how to approach the financial aspects of your divorce
  • Better understand the areas of your divorce you can control and leave with ideas for how to assert that control

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.

The secure site on Ameriprise.com

  • Dan Wilson & Mary Costa, Financial Advisors - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary session you’ll learn about the features and benefits of the secure site on Ameriprise.com, including:
  • How to navigate the site
  • Where to track progress and activity
  • How to view goals and other documentation
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.

Meditation Webinar

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

Danielle will lead us through a workshop on the fundamentals of meditation, followed by a guided meditation at the end of the session. You will leave the session relaxed and with knowledge on how to incorporate meditation into your routine.

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

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

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.

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