Upcoming events

Virtual Event - "2025 Political & Tax Policy Outlook"

MDT

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Garrett Melson, Portfolio Strategist - Natixis Investment Managers Solutions

Cheryl Nelson Boyd, Financial Advisor with Ameriprise Financial Services, LLC

Garret Melson will discuss how uncertainty is the hot word in markets and the economy. And it’s not just trade and fiscal policy but monetary policy as well. The Trump administration’s on again, off again tariff strategy has certainly been a key driver behind that rising uncertainty and the resulting dent in consumer, business, and investor confidence has indeed contributed to the recent volatility in markets. But often overlooked is the fact that the economy was already on a cooling trend entering this year. And while an unpredictable trade policy strategy continues to receive the bulk of the market’s ire, the greater issue is the fact that upside inflation risks from tariffs are keeping the Fed on the sidelines despite the cooling underway, ultimately leading to a passive tightening of policy. A pivot will come as labor market risks overtake inflation risks, but uncertainty is likely to be with us for the foreseeable future. While that may make for an uncomfortable near-term outlook for investors, that uncertainty creates opportunity for investors in the back half of the year amidst what remains a constructive longer-term backdrop for risk assets.

To reserve a spot: call us at 303.227.3600 or email us at katie.simpson@ampf.com

By registering for these events, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found at https://www.ameriprise.com/privacy-security-fraud. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar. By joining this meeting your image, voice, and chat that you share may be available to all meeting invitees, including your display name. Content is subject to archival, monitoring, review and disclosure to someone other than meeting participants. This is an informational seminar. There is no cost or obligation. Natixis Investment Managers Solutions and its representatives are 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7760344ACMR0325

Virtual Event - "How to Maximize Social Security Benefits"

MDT

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Mary Beth Franklin, Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated

Ameriprise Financial Services, LLC

First Eagle Investments

Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You.

“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 303.227.3600 or email us at katie.simpson@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. This event is sponsored by: First Eagle Investments. These sponsors and representatives are 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. 7708903ACMR0325