Events

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

An introduction to Medicare, its coverage and its costs

The enrollment process, and where and how to start

Coordinating Medicare benefits with other forms of insurance

Resources available to help Medicare participants

Our guest speaker, Alec Morrison, CFA Vice President with Invesco will review:

· What if the opposite side wins the election? We look at Stock Market returns under different political party leadership.

· What do Barack Obama and Ronald Reagan have in common? What can we learn from the connection?

· This is the most divisive election we have experienced. Is it really?

We would like to invite you to join us for a timely virtual seminar about Ameriprise technology. Are you leveraging all the technology available to you at Ameriprise? During this virtual seminar you will learn about the following:

• Using our digital tools: Secure site, total view, glance and the Ameriprise mobile app.
• Ameriprise offers you secure access and several ways to manage your accounts, access your financial information, and work with your advisor online.
• Goals and progress
• Secure message center
• Account overview
• Statements and documents
• E-Signature
• Text and email alerts
• Ameriprise app

Your legacy or wealth transfer plan is both financial and non-financial and requires a lot of thought, discussion and consideration. This seminar helps clients in building successful wealth transfer strategies by highlighting well-known estate battles.

While you might not think you have much in common with King Lear, Tony Soprano or other celebrities, we’ll see how the issues associated with their estates provide important lessons for families whatever their level of wealth.

Topics include:
•Utilizing a document location system
•Rationalizing amounts, timing, and structures
•Managing estate taxes
•Appointing the right agents, executors, and trustee
•Preparing and educating heirs