Upcoming events

Taking Your Company from Successful to Significant

PST

Join this event online

Sarah Jean Walter, Director of Practice Management Execution - John Hancock

Johny Makhijani, Financial Advisor

To reserve a spot: call us at 949.304.1621 or email us at kennedi.evenson@ampf.com
RSVP Online

John Hancock and its representatives are not affiliated with Ameriprise Financial

Past events

Taking Your Company from Successful to Significant

PST

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

Sarah Jean Walter, Director of Practice Management Execution - John Hancock

Johny Makhijani, Financial Advisor

John Hancock and its representatives are not affiliated with Ameriprise Financial

Social Security: Preparing for Retirement

PDT

Join this event online

Nick Hill, Sr. Regional Consultant - MFS

Byron Gega and Madison Kautzman

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.

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

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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.

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

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