Past events

Technology Open House

CDT

Join this event online

Scott Allen, Vice President, Digital Engagement - Ameriprise Financial.

Ameriprise Financial Services, LLC

Learn more about the following:

• Get “on-the- go” access

• Message Center

• Statements & Documents

• Total View

• Using e-Signature

• Personalize your Accounts

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

Not FDIC or NCUA Insured| No Financial Institution Guarantee |May Lose Value

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved. 6571745ACMR0424

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

CDT

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Tommy Campbell, Market Leader - BlackRock

Dennis Kelleher, Branch Manager, Ameriprise Financial Services, LLC

With advances in medicine and heathier lifestyles longevity has increased, but not many people take that into consideration when taking their Social Security benefits. During this presentation we will discuss the fundamental rules of Social Security, including considerations for:

· Individual benefits

· Spousal and survivor benefits

· Collection strategies

· Next steps and how to file for benefits

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

BlackRock and its 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc. All rights reserved. 6598790 ACMR0524

7 Things no one tells you about retirement

CDT

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Andrew Aldi, III, CFP, CIMA , Division Manager - Columbia Threadneedle Investments

Plano TX Office of Ameriprise Financial, LLC

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.

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

Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.

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.

Columbia Threadneedle and their representatives are affiliated with Ameriprise Inc.

Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.