Upcoming events

How to Maximize Social Security Benefits

CDT

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Mary Beth Franklin - RetirePro, LLC

Ipcit Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a virtual presentation. The event is complimentary. Below are details about the event.

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.

To reserve a spot: email us at Cyrus.Durham@ampf.com

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.

Past events

Right Career, Right College, Right Price

CDT

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

John Decker – College Assistance Plus

Ipcit Shah , CRPC™, ChFC®, CASL®, AAMS™, Private Wealth Advisor President of Ipcit Wealth Management

Join us for a session on finding the best career fit and negotiating lower college costs -regardless of income.

Click here to Register

This is an informational seminar. There is no cost or obligation. College Assistance Plus and their representatives are not affiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial.

When Your Health and Money Intersect

CST

Join this event online

Mike Graci, Senior Financial Wellness Consultant - Blackrock

Ipcit Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

The global pandemic showed how health issuescan impact markets and economies. Have you considered how your health mayaffect your money?

Join us to discuss:

• Keydiscussions and decisions

• How a little preparation goes a long way

• How your financial professional can help

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