Join us for a cocktail reception Date: Wednesday, April 16, 2025 Time: 5:30 PM - 7:00 PM EDT Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Hosted By: Kylee Mohammed, ChFC®, CDFA® and Stephanie Milosavlevski, CFP®, CDFA® Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. 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
Divorce: Find your independence Date: Saturday, May 10, 2025 Time: 9:00 AM - 12:00 PM EDT 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, May 21, 2025 Time: 5:30 PM - 7:00 PM EDT Location: Ameriprise Financial, 2139 Commons Parkway, Suite B, Okemos, MI 48864 Hosted By: Kylee Mohammed, ChFC®, CDFA® and Stephanie Milosavlevski, CFP®, 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
How to Maximize Social Security Benefits Date: Thursday, May 22, 2025 Time: 5:00 PM - 6:00 PM EDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event. Thursday, May 22nd: 5pm – 6pm Eastern 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. Registration Link Ameriprise Virtual Client Event 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 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.
Divorce: Find your independence Date: Saturday, April 12, 2025 Time: 9:00 AM - 12:00 PM EDT 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.
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. 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 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!
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. 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.