Upcoming events

Wealth and Wellness: Balancing financial, physical, and mental well-being

MDT

Join this event online

Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors

Brightside Wealth Advisors

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.
For more information: email us at karen.cobb@ampf.com
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

How to Maximize Social Security Benefits

MDT

Join this event online

Mary Beth Franklin, CFP®, Journalist - RetirePro, LLC

Brightside Wealth Advisors

Ameriprise Financial Services, LLC

Ameriprise Financial is pleased to offer clients and guests an exclusive opportunity to join a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event.

Thursday, May 22nd, 2025: 4pm – 5pmCentral

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.

For more information: email us at karen.cobb@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.

HOSTED BY: Brightside Wealth Advisors, Ameriprise Financial Services, LLC

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

20th Annual Boulder Rez Party - Fun in the Sun!

MDT

Boulder Reservoir, 5565 N 51st St, Boulder, CO 80301

Brightside Wealth Advisors

  • Bring your friends, neighbors, and family!
  • Bring your sunscreen and flip-flops!
  • Bring your fun in the sun attitude!

Join us for our 20th Annual Boulder Rez Party!! We will again be at the beautiful Pro Hill picnic site at the Boulder Reservoir with BBQ, veggie burgers, soft drinks, and Dan's legendary margaritas provided. Swimming and volleyball too. Bring your friends, neighbors, and family. RSVP on our website and PLEASE provide the full name and email address of each of your guests in the comments for this fun event.

To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com
RSVP Online

Real estate: Important considerations for you and your family

MDT

Join this event online

Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors

Brightside Wealth Advisors

During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase.

    To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com
    RSVP Online
    This is an informational seminar. There is no cost or obligation.
    Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.
    Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. 
    Ameriprise Financial does not offer or transact business in real estate.
    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.
    © 2024 Ameriprise Financial, Inc. All rights reserved.

    2025 University of Colorado Tailgates

    MDT

    Franklin Field (Southeast Corner #E32), 2400 Colorado Ave, Boulder, CO 80302

    Daniel Schultz, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors

    Brightside Wealth Advisors

    Join us for our tailgate parties before each University of Colorado home game. Come for the game, or just come for the tailgate, all are welcome! Food and beverages provided. Check website for tailgate time before each game. RSVP is not required for this event. SKO BUFFS!!

    Fri, Aug 29 CU vs. Georgia Tech

    Sat, Sep 6 CU vs. Delaware

    Sat, Sep 20 CU vs. Wyoming

    Sat, Sep 27 CU vs. BYU

    Sat, Oct 11 CU vs. Iowa State

    Sat, Nov 1 CU vs. Arizona

    Sat, Nov 22 CU vs. Arizona State

    For more information: email us at karen.cobb@ampf.com

    University of Colorado is not affiliated with Ameriprise Financial, LLC

    These are informational events. There is no cost or obligation to attend. Event details are subject to change. Detailed invitations may be sent prior to each event. 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.

    Ameriprise Financial cannot guarantee future financial results. Dan Schultz CA insurance # 0I53662

    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.

    © 2024 Ameriprise Financial, Inc. All rights reserved. 7333579ACMR1124

    Investing for the life you've earned - today and tomorrow

    MST

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

    Daniel B. Schultz, CFP®, BFA, CDFA®, APMA, CLTC®, CRPC, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors

    Brightside Wealth Advisors

    During this complimentary session, you’ll learn about the seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable. We’ll discuss common risks that can throw your financial goals and retirement plans off track, and how to break financial planning into manageable and actionable steps. 
    To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@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.
    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2024 Ameriprise Financial, Inc. All rights reserved.