Events

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations
• Explore common care and housing options as we age
• Identify considerations to help formulate a thoughtful plan

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

• Debunk common misconceptions about Social Security
• Drill down on benefits
• Provide actionable next steps for thoughtful retirement income strategies

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

^{By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here . By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.}

During this webinar, we will:

• Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones
• Explore common reasons why so many families plan in advance
• Review pre-planning versus pre-funding
• Discuss pros and cons of a funeral policy

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

• Understand what artificial intelligence is and why it has gained momentum
• Explore real-world applications of AI across industries
• Gain perspective on where AI may be headed and key considerations moving forward

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

^{By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.}

Come spend the morning making a difference in our community. We will be lending a hand with Connecticut Foodshare to help supply food for families in need.

Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions
• Instill healthy financial behaviors
• Focus on goals and not 24-hour news cycle

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Behavioral Finance - Click Here

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships
• Managing divorce or remarriage
• Planning for education and major purchases
• Preparing for retirement and healthcare needs
• Caring for aging loved ones
• Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Planning for Life’s Big Moments - Click Here