Preparing for taxes in retirement Date: Wednesday, March 5, 2025 Time: 6:00 PM - 6:30 PM EST Join this event online Presented By: Kylee Mohammed, ChFC®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Kylee Mohammed, ChFC®, CDFA® 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. To reserve a spot: call us at 517.253.8563 or email us at kylee.m.mohammed@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Divorce: Find your independence Date: Saturday, March 8, 2025 Time: 9:00 AM - 12:00 PM EST Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Presented By: Kylee Mohammed, ChFC®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Kylee Mohammed, ChFC®, CDFA® Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose. To reserve a spot: call us at 517.253.8563 or email us at kylee.m.mohammed@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Join us for a wine tasting Date: Wednesday, March 19, 2025 Time: 5:30 PM - 7:00 PM EDT Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Presented By: Kylee Mohammed, ChFC®, CDFA® and Stephanie Milosavlevski, CFP®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Stephanie Milosavlevski, CFP®, CDFA® & Kylee Mohammed, ChFC®, CDFA® We'd love you to join us for a wine tasting experience. Cheers! To reserve a spot: call us at 517.253.8563 or email us at kylee.m.mohammed@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Preparing for taxes in retirement Date: Thursday, March 20, 2025 Time: 12:30 PM - 1:00 PM EDT Join this event online Presented By: Kylee Mohammed, ChFC®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Kylee Mohammed, ChFC®, CDFA® 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. To reserve a spot: call us at 517.253.8563 or email us at kylee.m.mohammed@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Join us for a cocktail reception Date: Wednesday, February 19, 2025 Time: 5:30 PM - 7:00 PM EST Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Presented By: Kylee Mohammed, ChFC®, CDFA® and Stephanie Milosavlevski, CFP®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Stephanie Milosavlevski, CFP®, CDFA® & Kylee Mohammed, ChFC®, CDFA® Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. Cheers!
Divorce: Find your independence Date: Saturday, February 8, 2025 Time: 9:00 AM - 12:00 PM EST Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Presented By: Kylee Mohammed, ChFC®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Kylee Mohammed, ChFC®, CDFA® Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose. 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. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Come and View Our New Space Date: Wednesday, January 15, 2025 Time: 5:30 PM - 7:00 PM EST Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Presented By: Kylee Mohammed, ChFC®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Stephanie Milosavlevski, CFP®, CDFA® & Kylee Mohammed, ChFC®, CDFA® You're invited to come view our new space. We are excited about our recent changes and we are looking forward to your visit!
Divorce: Find your independence Date: Saturday, January 11, 2025 Time: 9:00 AM - 12:00 PM EST Location: East Lansing Hannah Community Center, 819 Abbot Road, East Lansing, MI 48823 Presented By: Kylee Mohammed, ChFC®, CDFA®, Financial Advisor, Certified Divorce Financial Analyst - Ameriprise Financial Hosted By: Kylee Mohammed, ChFC®, CDFA® Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose. 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. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.