Upcoming events

Virtual Event - "How to Maximize Social Security Benefits"

CDT

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Mary Beth Franklin, Mary Beth Franklin, CFP® from RetirePro, LLC

Ameriprise Financial Services, LLC

First Eagle Investments

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

Thursday,May 22nd: 4pm – 5pm Central

Mary Beth Franklin, CFP® from RetirePro, LLC.,is one of the country’s leadingexperts on Social Security and Medicare and will be our guest speaker for thisevent. Mary Beth is an award-winningjournalist and Certified Financial Planning professional. She is a formercontributing columnist on retirement issues for Investment News, a publicationfor 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, fire fighters and teachers— who have pensions based on work where they did not pay FICA taxes.
To reserve a spot: call us at 616.209.5206 or email us at kayla.toay@ampf.com

Byregistering for this event, you agree to your personal data including, but notlimited to, your name, company name, email address and registration formresponses to be held and used by Ameriprise Financial Inc. for marketingpurposes. More information can be found in our Privacy Policy which can befound here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event.

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

Mary Beth Franklin and RetirePro, LLC are not affiliated withAmeriprise Financial.

Always consult a Medicare agent regarding your specificMedicare questions and decisions and a Social Security agent regarding yourspecific Social Security decisions.

Ameriprise Financial, Inc. does not offer tax or legaladvice. 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.

Past events

Virtual Event - Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial

CST

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Russell Price, Chief Economist for Ameriprise Financial Tiffany Dyson, CFEI®, Sr. Investment Learning Consultant with Franklin Templeton Academy - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – Nov 21st, 2024.The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Tiffany Dyson, CFEI®, Sr. Investment Learning Consultant with Franklin Templeton Academy

will hare perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

This is an informational seminar. There is nocost or obligation.

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by: Franklin Templeton. 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.