Past events

Professional Headshot Event for our Clients

EDT

The OakBridge Group, 2 Mountain View Drive, Avon, CT 06001

Meg Pascucci , Owner - Meg Pascucci Photography

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Have you been putting off updating your LinkedIn profile picture and/or headshot for a while?

Join this special event, where Meg Pascucci Photography will be on site at our office to conduct complimentary 15-minute headshot photo sessions for our clients.
Freshening up your social media, professional pictures, and branding should be done periodically. Let the OakBridge Group take the stress of getting it done away!

College Admissions & Financial Aid: Then & Now

EDT

Join this event online

Dr. Dean Skarlis, President - The College Advisor of New York

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

What influences decision making when it comes to college selection? With nearly 60% of students receiving no college info from their high school counselor, both students and parents are often overwhelmed when it comes to what could be their largest family purchase -- a college education.

Join Dr. Skarlis breaks down how your student is evaluated by the colleges to which they apply, as well as how to navigate the logistics of financial aid - both need and merit based.

Dr. Skarlis is the President and founder of The College Advisor of New York. He has spent more than 30 years in the field of higher education, including 17 as a college admissions consultant. A passionate student advocate, Dean has served as an administrator and has taught at the graduate and undergraduate levels. He holds a B.A. in Psychology from Allegheny College, an M.A. in Psychology from Duquesne University, and a Doctorate in Educational Policy and Administration from the University of Pittsburgh. Dean also earned a certificate from the Harvard University Institute on College Admissions. He is a member of the National Association of College Admissions Counseling and the Independent Educational Consultants Association. Dr. Skarlis is widely regarded as an expert on college admissions, financial aid and scholarships. He has conducted presentations on college admissions for thousands of students, parents, faculty, and administrators at more than 250 colleges, universities, and high schools across the country.

How to Maximize Social Security Benefits

EDT

Join this event online

Mary Beth Franklin, Professional & Contributing Editor at Investment News

Ameriprise Financial Services

Join us for an exclusive opportunity to attend a virtual presentation on Thursday, May 25, 2022.

Wednesday, May 25th from 4:00 PM - 5:00 PM, Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine.

Mary Beth became a Certified Financial PlannerTMprofessional in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In this session "How to Maximize Social Security Benefits," You will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits.

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

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

Mary Beth Franklin is not affiliated with Ameriprise Financial.

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.

Basketball Tournament Open House

EDT

The OakBridge Group, 2 Mountain View Avenue, Avon, CT 06001

The OakBridge Group

The OakBridge Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for the tip off of the first full day of the 2022 NCAA Men's Basketball Tournament. Bring your brackets before they are busted for an afternoon of hoops, food, and fun. Appetizers, food, and drinks to be provided by Emily's Catering in Bristol.
While this event is currently open to all, please let us know the approximate time you will be arriving as well as how long you plan to stay so that we can appropriately plan the logistics.

The Family Love Letter

EST

Join this event online

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

The OakBridge Group

Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute will be joining us to share more about how to prepare for the unexpected. 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. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

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.