Upcoming events

Virtual Event - "How to Maximize Social Security Benefits".

CDT

Join this event online

Mary Beth Franklin, CFP® - RetirePro

Christopher Smith, MBA, CFP®, CRPC™, APMA™

First Eagle Investments. These sponsors and representatives are not affiliated with Ameriprise Financial.

Join us for avirtual presentation on Thursday – May 22nd, 2025. Theevent is complimentary. Below are details about the event.

Thursday,May 22nd: 4pm – 5pm Central

Mary Beth Franklin, CFP® from RetirePro, LLC.,is one of the country’s leadingexperts on Social Security and Medicare and will be our guest speaker for thisevent. Mary Beth is an award-winningjournalist and Certified Financial Planning professional. She is a formercontributing columnist on retirement issues for Investment News, a publicationfor financial advisors. Mary Beth is the host of the public television program,Social Security & You.

“How to Maximize Social SecurityBenefits” covers the rules and strategies to maximize benefits for marriedcouples, eligible divorced spouses and families with minor or disabledchildren. It explains how lifetime earnings and age of claiming benefits determinesmonthly benefits amount. The presentation outlines changes for 2025 includinghigher benefits and for some earners, higher taxes, due to annualcost-of-living adjustments. It also details the new Social Security FairnessAct which repeals two provisions that had reduced or eliminated Social Securitybenefits in the past for some public sector workers—including some police,firefighters and teachers— who have pensions based on work where they did notpay FICA taxes.

Registration Link Ameriprise Virtual Client Event
To reserve a spot: call us at 817.500.5284 or email us at sandra.x.hackerson@ampf.com
RSVP Online

Mary Beth Franklin and RetirePro, LLC are not affiliated withAmeriprise Financial.

Always consult a Medicare agent regarding your specificMedicare questions and decisions and a Social Security agent regarding yourspecific Social Security decisions.