Virtual Event - "How to Maximize Social Security Benefits" Date: Thursday, May 22, 2025 Time: 4:00 PM - 5:30 PM CDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated Hosted By: Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments 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: email us at adam.quinones@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. 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. Thesesponsors 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
Tackling Taxes with Columbia Threadneedle Date: Tuesday, February 11, 2025 Time: 6:00 PM - 7:00 PM CST Join this event online Presented By: Luke Coogan, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Landmark Wealth Group
The Guide to Retirement with J.P. Morgan Date: Thursday, January 23, 2025 Time: 6:00 PM - 7:00 PM CST Join this event online Presented By: Gregg Band, Executive Director - J.P. Morgan Asset Management Hosted By: Landmark Wealth Group Join us for a complimentary session where we’ll discuss factors that shape today’s retirement experience, behaviors and best practices while saving for retirement, considerations for living in retirement, and building a retirement portfolio.