Upcoming events

Social Security: Options to help you maximize your benefits

PDT

Join this event online

Elaine Simmons, Partner – Social Security Informed in partnership with Fidelity Investments

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

Thursday, March 20, 2025

12:30-1:15 p.m. Pacific Time

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

7587608ACMR0225

Past events

When Your Health and Money Intersect

PST

Join this event online

Mike Graci, Senior Financial Wellness Consultant - Blackrock

Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC

Thursday, February 20, 2025

10-10:45 a.m. Pacific Time

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

Join us to discuss:

• Key discussions and decisions

• How a little preparation goes a long way

• How your financial professional can help

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Blackrock and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724