Understanding Social Security Decisions: Optimizing Your Benefits Date: Thursday, October 9, 2025 Time: 5:30 PM - 7:30 PM EDT Location: Metro Bis, 690 Hopmeadow Street, Simsbury, CT 06070 Presented By: Adriana Destefanis, Regional Vice President - John Hancock Investment Management Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: John Hancock Investment Management & Lord, Abbett & Co
4 Strategies for a Smarter College Search Date: Wednesday, September 17, 2025 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Heidi King, Education and Partnerships - College Inside Track Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Client Appreciation with The OakBridge Group: Family Day at Farmington Polo Club Date: Saturday, August 2, 2025 Time: 5:00 PM - 7:00 PM EDT Location: Farmington Polo Club, 152 Town Farm Rd, Farmington, CT 06032 Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Columbia Threadneedle Investments and Hartford Funds Bring your family and find us under the VIP tent for FUN, FOOD and POLO! There is no cost or obligation. The OakBridge Group is a private wealth advisory practice of Ameriprise Financial Services, LLC.© 2025 Ameriprise Financial, Inc. All rights reserved.7862990ACMR0425
Finance First: 101 Date: Thursday, July 10, 2025 Time: 5:00 PM - 6:00 PM EDT Join this event online Presented By: Thomas Turon, Financial Advisor - The OakBridge Group Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Finance First 101: A college degree can be a ticket to launch your career, but for most students it comes at a hefty price, even after financial aid has been factored in. How much student loan debt will you takeout, and how will your choices relating to college affect your life after graduation? Join Tom Turon from The OakBridge Group for a virtual discussion around the cost of college, ways to pay for or reduce your cost of college, and how to plan for realistic post-grad financial success. This is aninformational seminar. There is no cost or obligation. AmeripriseFinancial cannot guarantee future financial results. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025Ameriprise Financial, Inc. All rights reserved. 7488872ACMR0125
2025 Men's NCAA Basketball Tournament Open House Date: Thursday, March 20, 2025 Time: 12:00 PM - 7:00 PM EDT Location: The OakBridge Group, 2 Mountain View Ave, Avon, CT 06001 Hosted By: The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Fidelity Investments Bring a friend and come for an afternoon of hoops on the big screen, food from Emily's Catering, and fun! There is no cost or obligation.