Family Love Letter Date: Thursday, May 8, 2025 Time: 6:00 PM - 7:00 PM EDT Location: Meadowlark, 5531 Far Hills Ave, Dayton, OH 45429 Presented By: Karen Drancik, Vice President - Neuberger Berman Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman Learn more about an indispensable planning tool that organizes the paper train tied to your life. To reserve a spot: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Neuberger Berman 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
How to Maximize Social Security Benefits Date: Thursday, May 22, 2025 Time: 5:00 PM - 6:00 PM EDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event. Thursday, May 22nd: 5 pm – 6 pm Eastern 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 For more information: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Mary Beth Franklin and RetirePro, 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. This event is sponsored by: First Eagle Investments. 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. 7708903ACMR0325
Shred Week 2025 Date: Thursday, April 17, 2025 Time: 8:30 AM - 5:00 PM EDT Location: Beyond Wealth Advisors, 2835 Miami Village Drive, Suite 101, Miamisburg, OH 45342 Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC April 14th - April 17th Looking to dispose of old bills, receipts, and important documents that are cluttering up your space? Please join us for our free shred week at our Miamisburg and Richmond offices during business hours. There is no cost or obligation to attend. Beyond Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Galentine's Day Event Date: Thursday, February 13, 2025 Time: 6:00 PM - 8:00 PM EST Location: Heather's Gourmet Caramel Apples, 253 West Central Avenue, Springboro, OH 45066 Hosted By: Heather's Gourmet Caramel Apples Get ready for fun and creativity while we dip caramel apples and chocolate strawberries! There is no cost or obligation. Sponsored by MFS and Fidelity Investments. MFS and Fidelity investments are not affiliated with Ameriprise Financial. Hosted by: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7508486ACMR0125
Friendsgiving Flower Arranging Date: Thursday, November 21, 2024 Time: 6:00 PM - 8:00 PM EST Location: 5099 Bigger Road, Kettering, OH 45440 Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC This event is the perfect opportunity to introduce your friends to our financial advice team while enjoying wine and creating a beautiful flower arrangement. Class taught by The Flowerman. There is no cost or obligation. Sponsored by JP Morgan, AMG, Janus Henderson and Columbia. JP Morgan, AMG and Janus Henderson are not affiliated with Ameriprise Financial. Columbia is affiliated with Ameriprise Financial. Hosted by: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7195535ACMR1024