Upcoming events

Protect your financial information in the digital world

MDT

You must RSVP to receive access credentials for this event or seminar

Kristen Wenaas, CRPC™, Private Wealth Advisor - Ameriprise Financial Services, LLC

Avanti Wealth Solutions, A private wealth advisory practice of Ameriprise Financial Services, LLC

The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience.

During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures.

To reserve a spot: call us at 303.407.1250 or email us at patrick.j.southard@ampf.com
RSVP Online
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.
©2024 Ameriprise Financial, Inc. All rights reserved.

Protect your financial information in the digital world

MDT

You must RSVP to receive access credentials for this event or seminar

Kristen Wenaas, CRPC™, Private Wealth Advisor - Ameriprise Financial Services, LLC

Avanti Wealth Solutions, A private wealth advisory practice of Ameriprise Financial Services, LLC

The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience.

During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures.

To reserve a spot: call us at 303.407.1250 or email us at patrick.j.southard@ampf.com
RSVP Online
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.
©2024 Ameriprise Financial, Inc. All rights reserved.

Virtual Event - "How to Maximize Social Security Benefits"

MDT

Join this event online

Mary Beth Franklin, CFP® from RetirePro, LLC

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.

For more information: call us at 303.407.1250 or email us at patrick.j.southard@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.