Upcoming events

Virtual Event - "How to Maximize Social Security Benefits"

MDT

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Mary Beth Franklin, CFP® from RetirePro, LLC

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event.

Thursday, May 21st, 2026: 4pm – 5pm Central

"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® Retire Pro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

For more information: call us at 303.714.5740 or email us at christine.a.philips@ampf.com

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.

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

Mary Beth Franklin and Retire Pro, LLC are not affiliated with Ameriprise Financial.

Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a 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.

Retain Your Brain by Hartford Funds

MDT

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Ryan Sullivan, Vice President and Managing Director - Hartford Funds

Avanti Wealth Solutions - a Private Wealth Advisory Practice of Ameriprise Financial, LLC

Hartford Funds

For more information: call us at 303.714.5740 or email us at christine.a.philips@ampf.com

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

Hartford Funds is not affiliated with Ameriprise Financial.

This event is sponsored by: Hartford Funds. These sponsors and 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.

© 2026 Ameriprise Financial, Inc. All rights reserved.

Market and Economic Update

MDT

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Kristen Wenaas, Private Wealth Advisor - Avanti Wealth Solutions - a Private Wealth Advisory Practice of Ameriprise Financial, LLC.

Avanti Wealth Solutions - a Private Wealth Advisory Practice of Ameriprise Financial, LLC.

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
For more information: call us at 303.714.5740 or email us at christine.a.philips@ampf.com
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2026 Ameriprise Financial, Inc. All rights reserved.

Five things to know about Medicare

MDT

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Kristen Wenaas , Private Wealth Advisor - Avanti Wealth Solutions - a Private Wealth Advisory Practice of Ameriprise Financial, LLC

Avanti Wealth Solutions - a Private Wealth Advisory Practice of Ameriprise Financial, LLC

Trinity Clancy - Medicare Insurance Broker at Infinity Insurance Strategies, Inc.

During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement.
For more information: call us at 303.714.5740 or email us at christine.a.philips@ampf.com
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.
Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.