Events

Wondering how recent events might impact the markets & economy? Join us for a conversation with Russell Price, Chief Economist for Ameriprise Financial and Richard Miller, Private Wealth Advisor.

They will discuss current economic factors that may impact the markets over the next 6-12 months, including changes to interest rates and policy changes that the new administration could implement.

In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly. Learn how to use the family money talks approach to hold engaging and productive conversations about wealth - without discussing assets.

Joins us for this online presentation of “ Family Money Talks”, we will cover:

• What a family money talk is
• Three types of intelligence
• How to begin a family money talk

Understanding Medicare from A to D

An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process.

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy. This presentation will help guide you through the essentials of Medicare, including:

• An introduction to the program, its coverage and its costs
• The enrollment process, and where and how to start
• Coordinating Medicare benefits with other forms of insurance
• The resources available to help individuals

Are you approaching retirement age or helping a loved one navigate the complexities of Social Security and Medicare? Join us for an informative and empowering presentation of "Social Security & Medicare: Get What's Yours." This session is designed to demystify the often-confusing landscape of these crucial programs, ensuring you receive the benefits you have earned.

In this presentation, we will cover:

Understanding Social Security: Learn the basics of Social Security, including eligibility, how benefits are calculated, and the best time to start claiming your benefits to maximize your financial security.

Decoding Medicare: Gain insights into the different parts of Medicare (Part A, Part B, Part C, and Part D), what they cover, and how to choose the right plan for your healthcare needs.

Maximizing Your Benefits: Discover strategies to optimize your Social Security and Medicare benefits, including tips for coordinating benefits with a spouse, understanding the implications of working while receiving benefits, and navigating the application process.

Whether you’re planning for retirement or assisting someone who is, this presentation will equip you with the knowledge and confidence to make informed decisions about Social Security and Medicare.

Don’t miss this opportunity to ensure you get what’s yours.

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself.

We’ll explore:

• Your Age vs your Brain’s Age
• The Importance of Brain Health
• How to Age-Proof Your Brain