Upcoming events

Healthy On-the-Go Lunch Ideas with Shelley Loving

EDT

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

Shelley Loving, Holistic Food Educator and Nutrition Chef

PVA Wealth Advisors

Tackle one of the most important meals of your day with nutrition chef, Shelley Loving. Shelley will share tips, recipes and nutritional insights so you can create a fast and healthy lunch.Feel free to share this event with any friends and family members you think might enjoy this content.

To reserve a spot: call us at 317.818.9365 or email us at julie.buchtenkirch@ampf.com

How to Maximize Social Security Benefits

EDT

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Mary Beth Franklin, CFP - RetirePro, LLC

PVA Wealth Advisors

“How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.

To reserve a spot: call us at 317.818.9365 or email us at julie.buchtenkirch@ampf.com

Past events

Identity Theft: What can I do to Protect myself?

EDT

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Brett Conlon, Retired FBI & Chief Information Security Officer - American Century Investments

PVA Wealth Advisors

Shred It Saturday

EDT

PVA Wealth Advisors Office , 2900 E. 96th Street, Indianapolis, IN 46240

PVA Wealth Advisors

PVA Wealth Advisors is pleased to provide you with a complimentary opportunity to have your paper documents quickly and safely destroyed. Stop by our office, we have a Shredding truck on site. (plus coffee & donuts).

March Webinar: Savvy Social Security Planning: What Baby Boomers Need to Know

EDT

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Ben Rizzuto, wealth strategist - Janus Henderson

PVA Wealth Advisors

Trivia Night for Charity

EST

MashCraft Brewery, 11069 Allisonville Road, Fishers, IN 46038

PVA Wealth Advisors

Bring a team of friends and come out to compete in an unforgettable night of trivia. The top three teams win for one of the approved charities of their choice. Invite friends or family to form your own team or play individually.Dinner and drinks provided

There is no cost or obligation to attend. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. 2025 Ameriprise Financial, Inc. All rights reserved.

Tackling Taxes: Strategies for Preserving Wealth

EST

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

Keith Langan, Senior Regional Advisor - Columbia Threadneedle

PVA Wealth Advisors