Upcoming events

The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

EDT

You must RSVP to receive access credentials for this event or seminar

Chris Morse, CFP® , Vice President - Market Leader - Franklin Templeton

R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss:

  • Seven important things you should do before retirement
  • How to identify potential hurdles
  • Strategies you can use to help successfully cross the finish line
To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com
RSVP Online

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

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.

Corks & Cocoa: A Valentine's Celebration

EDT

Boston Winery, 26 Ericsson St, , Boston, MA 02122

R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial, LLC

Every year the R. Miller & Associates team looks forward to our annual Valentine’s Day luncheon. It is always a wonderful opportunity to see clients and meet the special people in their lives…except when there is a blizzard!

Since Valentine’s Day is a celebration of love – why leave that to only one day a year? Let’s change it up!

Join us for “Corks& Cocoa: A Valentine’s Celebration”

You are invited to bring your Valentine to indulge in an evening of artisan chocolate and complimentary wines at The Boston Winery. Enjoy romantic views of the Boston Harbor as you sip on a curated collection of wine paired with a decadent selection of desserts.

The perfect pairing to enjoy with the most important person in your life.

Space is limited, RSVP to save your spots today!

To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com
RSVP Online

Retain Your Brain: How to age-proof your most valuable asset

EDT

You must RSVP to receive access credentials for this event or seminar

John Diehl, CFP®, CLU®, ChFC®, Senior Vice President, Applied Insights - Hartford Funds

R. Miller & Associates, a private wealth advisor practice of Ameriprise Financial LLC

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself.

We’ll explore:

  • Your Age vs your Brain’s Age
  • The Importance of Brain Health
  • How to Age-Proof Your Brain
To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com
RSVP Online

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

Past events

The Organization Correlation

EST

You must RSVP to receive access credentials for this event or seminar

Cesar Bastidas, Director, Practice Management - New York Life Investments

Richard R. Miller, private wealth advisor