Family Love Letter Date: Tuesday, March 11, 2025 Time: 11:00 AM - 12:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Karen Drancik with Neuberger Berman, Senior Vice President - Neuberger Berman Hosted By: Financial Advisors Brian Lake, Jason Clemens and Carrie Robson with Great Lakes Advisor Group, A financial advisory practice of Ameriprise Financial Services, LLC. Sponsored By: Neuberger Berman Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. To reserve a spot: call us at 330.493.0063 or email us at amber.rector@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Social Security: Preparing for Retirement Date: Thursday, April 24, 2025 Time: 11:00 AM - 12:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Don Hill, Sr. Regional Consultant - MFS Hosted By: Financial Advisors Brian Lake, Jason Clemens and Carrie Robson with Great Lakes Advisor Group, A financial advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. To reserve a spot: call us at 330.493.0063 or email us at amber.rector@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Social Security: Preparing for Retirement Date: Thursday, April 24, 2025 Time: 5:00 PM - 6:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Don Hill, Sr. Regional Consultant - MFS Hosted By: Financial Advisors Brian Lake, Jason Clemens and Carrie Robson with Great Lakes Advisor Group, A financial advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. To reserve a spot: call us at 330.493.0063 or email us at amber.rector@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar