Upcoming events

How to Maximize Social Security Benefits

EDT

Join this event online

Mary Beth Franklin, CFP® - RetirePro, LLC.

Ameriprise Financial Services, LLC

First Eagle Investments

Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary.

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: call us at 502.489.6900 or email us at Hannah.Doan@ampf.com
RSVP Online

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

Common Types of Fraud: How to protect yourself and your loved ones

EDT

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

Todd C. O'Neil, ChFC®, APMA®, Private Wealth Advisor, Chartered Financial Consultant - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

Cardinal Pointe Financial Group

During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client.
To reserve a spot: call us at 502.489.6900
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.

Navigating your Social Security benefits

EDT

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

Stephen T Hester CFP®, ChFC® and Scott Edwards, CFP®, ChFC®, CRPS®, CLU®, Private Wealth Advisors - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

Cardinal Pointe Financial Group

Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security.
For more information: call us at 502.489.6900
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.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Planning for the future: An approach for your whole family

EST

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

Carl Heick CFP®, APMA™, Private Wealth Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

Cardinal Pointe Financial Group

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
- Help you consider what leaving a legacy means
- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
- Highlight how an advisor can help you work through important financial issues with your family and loves ones
For more information: call us at 502.489.6900
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.

Past events

Bring a friend to a Derby Hat Workshop

EDT

Cardinal Pointe Financial Group, 408 Blankenbaker Parkway, Suite 100, Louisville, KY 40243

Jenny Pfanenstiel, Master Milliner - Forme Millinery

Cardinal Pointe Financial Group

You and your guest are invited to a fun interactive, hat making experience. Together we will learn the art of millinery from Jenny Pfanenstiel, a world-renowned Milliner awarded for her skill of creating and sculpting hats by hand using the highest quality and rare materials from across the globe. Jenny, a local small business owner, a Tory Burch Fellow, a 5x Featured Milliner of the Kentucky Derby® and the Official Milliner of the Kentucky Derby Museum. All supplies for creating your very own custom fascinator will be provided.

Space is limited. There is no cost or obligation. Jenny Pfanenstiel is not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 7587367ACMR0225

Bring a friend to a Derby Hat Workshop

EDT

Cardinal Pointe Financial Group, 408 Blankenbaker Parkway, Suite 100, Louisville, KY 40243

Jenny Pfanenstiel, Master Milliner - Forme Millinery

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

You and your guest are invited to a fun interactive, hat making experience. Together we will learn the art of millinery from Jenny Pfanenstiel, a world-renowned Milliner awarded for her skill of creating and sculpting hats by hand using the highest quality and rare materials from across the globe. Jenny, a local small business owner, a Tory Burch Fellow, a 5x Featured Milliner of the Kentucky Derby® and the Official Milliner of the Kentucky Derby Museum. All supplies for creating your very own custom fascinator will be provided.

Space is limited. There is no cost or obligation. Jenny Pfanenstiel is not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 7587367ACMR0225

Preparing for taxes in retirement

EST

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

Jeff Bellucci, ChFC®, CRPC®, APMA®, CKA®, Private Wealth Advisor, Business Financial Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

Cardinal Pointe Financial Group

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
This is an informational seminar. There is no cost or obligation.
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.
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.

Take your Raytheon workplace retirement strategy to the next level

MST

Join this event online

Matthew Curtis, CFP®, RICP®, Regional Vice President, Retirement Plans - Ameriprise Financial

Patty Carnovale and Bruce Irby, Financial Advisor and Private Wealth Advisor with Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial, LLC

AmeripriseFinancial Services, LLC, invites you to a webinar event. This is not a Raytheonsponsored event.

During this complimentary session, you’ll learn:

  1. Why workplace benefits are important
  2. Raytheon benefits to take advantage of to reach retirement goals1:
  • Contributions
  • Taxes
  • Investments
  • Distributions

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

1The presentation will be based on information we have obtained related to your company’s retirement plans from other plan participants and third-parties and is intended to gives an overview of key provisions we believe to be accurate. You should carefully review the terms of your plan documents to confirm the key terms of your company’s retirement plans. Patricia J Carnovale, CA Insurance #0GO8913 Bruce R. Irby, CA Insurance #0764049 Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S. 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. 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. 7384985ACMR1124

"Chalk Talk" featuring popular sports journalists Pat Forde and Rick Bozich

EST

Woodhaven Country Club (patio), 7200 Woodhaven Road, Louisville, KY 40291

Pat Forde and Rick Bozich, Senior Writer and Sports Reporter - Sports Illustrated and WDRB

Todd C. O'Neil, ChFC®, Private Wealth Advisor with Cardinal Pointe Financial Group

Cardinal Pointe Financial Group

Pat and Rick are teaming up to share insights on this year’scollege sports seasons, including basketball ahead of the big March Tournament. Hear how our local teams are doing and get answers to your sports questions! Participation is encouraged and welcomed for a FUN evening.

This is an informational event. There is no cost or obligation. Pat Forde and Rick Bozich are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.7521795ACMR0125