Upcoming events

The Road to Ultimate Resiliency

  • Dr. Kevin Elko, Renowned Author, Motivational Speaker
  • South Shore Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

Given today’s environment, being resilient has never been more important.

That is why New York Life Investments has partnered with Dr. Kevin Elko; during this seminar he will outline (5) key components on how to build true resiliency to help you tackle and push through life’s difficulties.
To reserve a spot: call us at 781.556.0046 or email us at southshorewealthmanagement@ampf.com

This is an informational seminar. There is no cost or obligation. New York Life Insurance Company is not affiliated with Ameriprise Financial. Dr. Kevin Elko is not affiliated with Ameriprise Financial LLC, New York Life Insurance Company or any of their subsidiaries.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved.

Responsible Investing: Aligning your financial goals with your values

  • Lenore Reiner, Responsible Investing Specialist - Eaton Vance
  • South Shore Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to Responsible Investing

To reserve a spot: call us at 781.556.0046 or email us at southshorewealthmanagement@ampf.com

This is an informational seminar. There is no cost or obligation. Eaton Vance and its representatives are not affiliated with Ameriprise Financial. 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. © 2022 Ameriprise Financial Inc. All rights reserved.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • South Shore Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

During thiscomplimentary 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 781.556.0046 or email us at southshorewealthmanagement@ampf.com

This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial. 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.

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

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
  • South Shore Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

Understanding the current landscape

  • Planning Considerations and strategies

This is an informational seminar. There is no cost or obligation. Putnam Investments and its representatives are not affiliated with Ameriprise Financial. 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.

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. © 2022 Ameriprise Financial Inc. All rights reserved.

Knowing Women - Your Financial Wellness - Now is the Time

  • Audrey Seybert, North America Intermediary Marketing Lead & Brand Ambassador - BNY Mellon
  • Joshua Shepherd, Financial Advisor
  • Ameriprise Financial Services, LLC

What factors compound to make saving for retirement even more challenging for women?

- Women are caregivers and that comes at a cost

- Women are more likely to be widowed than men

- Women face greater long-term care costs

This is an informational seminar. There is no cost or obligation. BNY Mellon and its representatives are not affiliated with Ameriprise Financial

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved

Year-End Planning Consideration

  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of thePIMCO Advisor Education Group - PIMCO
  • Joshua Shepherd, Financial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discussfour targeted areas that should be reviewed at year-end and break each down:

-Investment Portfolios-Income Tax

-Retirement Planning

-Wealth Transfer and legacy planning

This is an informational seminar. There is no cost or obligation. PIMCO and its representatives are not affiliated with Ameriprise Financial. 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.

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.

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

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments - Franklin Templeton/ClearBridge Investments
  • Joshua Shepherd, Financial Advisor
  • 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.

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.

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • Joshua Shepherd, Financial Advisor
  • 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

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.