Upcoming events

NCAA Basketball Tournament Open House

EDT

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

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

Fidelity Investments

Join us for the tip off of the first full day of the 2024 NCAA Men's Basketball Tournament. Bring your brackets before they are busted for an afternoon of hoops, food, and fun!

For planning purposes, please let us know approximately when you will be stopping by.

To reserve a spot: email us at amy.glasgow@ampf.com
RSVP Online

Past events

National Pizza Day at The OakBridge Group

EST

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

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

It's National Pizza Day! Come by for our annual open house and to enjoy some pizza from local pizzerias & vote on your favorite!

Know us? Stop by! Haven't met us yet? Stop by! Pizza brings everyone together!

Family Night At The Hartford Wolf Pack

EST

XL Center, 1 Civic Center Plaza, Hartford, CT 06103

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

Federated Hermes and Putnam Investments

The OakBridge Group is hosting another complimentary night at The Hartford Wolf Pack for our clients! Join us for a night of fun!

Count on an exciting night out with the Wolf Pack in the OakBridge Group’s Fan Den! Overlooking the entire arena, we will be invested in all of the action.

Responsible Investing - Pursue Competitive Returns. Drive Positive Change.

EST

Join this event online

Lenore Reiner, Vice President and Senior Responsible Investment Strategy Specialist for Calvert Research and Manage - Affiliated

Ameriprise Financial Services, LLC

During this complimentarysession, we’ll discuss:

  • Why Responsible Investing matters
  • Current trends in Responsible Investing
  • A unique approach to Responsible Investing

Social Security & Medicare: Cornerstones of Retirement

EDT

Metro Bis, 690 Hopmeadow St, Simsbury, CT 06070

Justin Morse, Practice Management Specialist - Amundi Pioneer

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

Amundi Pioneer

The OakBridge Group will be hosting a private Social Security & Medicare information session presented by Justin Morse from Amundi Pioneer. Justin has 25 years of experience in financial services specializing in providing education specific to these topics. Dinner will be provided and there will be time for questions and discussion.

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

Amundi Pioneer 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 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.

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

Join this event online

Rick Nahill, Business Development Director – John Hancock Investment Management - Affiliated

Ameriprise Financial Services, LLC

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September 21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

  • Medicare Parts and When to Enroll
  • Medicare Costs
  • Medigap
  • Medicare Advantage
  • Working past sixty-five