Upcoming events

Virtual Event – "How to Maximize Social Security Benefits"

EDT

Join this event online

Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated

Ameriprise Financial Services, LLC

First Eagle Investments

Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event.

Date: Thursday, May 22nd

Time: 5pm - 6pm ET

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 574.247.7777 or email us at natasha.trotter@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

HOSTED BY: McCourt & Associates, Ameriprise Financial Services, LLC

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

Join me in supporting the True Top 1% Foundation

EDT

McCourt & Associates, 3340 Hickory Road, Mishawaka, IN 46545

McCourt & Associates

My office proudly supports the True Top 1% Foundation, whose mission is to support, honor and empower our True Top 1%er's (military) through Art Therapy, using art as a tool of self-expression to help our military navigate through MST, PTS'D', Suicide and other traumas. In an effort to meet the tremendous demand for art supplies, we’ve placed a collection box in our office for the True Top 1%Foundation. Please consider dropping off contributions the next time you visit.

Date: Thursday, May 1st-Friday, May 30th

Time: 8:00AM to 5:00PM

Location: McCourt& Associates

3340 Hickory Road, Mishawaka, Indiana 46545

Items Needed:

  • Artist pencils
  • Markers
  • Sketch pads
  • Canvases
  • Paint brushes
  • Paints- oil, acrylic, watercolor
  • Easels
  • Modeling clay

For a detailed list of items needed go to their website:

https://truetop1percent.com/arts4vets-art-drive

*Complimentary Shredding Service Available*
For more information: call us at 574.247.7777 or email us at natasha.trotter@ampf.com