Upcoming events

Virtual Event - " How to Maximize Social Security Benefits".

CDT

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Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated

Ameriprise Financial Services, LLC

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: 4pm – 5pm Central 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 901.409.3186 or email us at shourya.agrawal@ampf.com
RSVP Online

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.

Sudhir K Agrawal : Ami Financial Group