How to Maximize Social Security benefits Date: Thursday, May 22, 2025 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments Thursday, May 22nd: 4pm – 5pm Central 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. To reserve a spot: call us at 810.695.3960 or email us at stonehousewealthadvisors@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 orobligation. 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.
Market and Economic update & Generational Wealth Conversations Date: Thursday, May 23, 2024 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Anthony Saglimbene, Chief Market Strategist - Ameriprise Financial Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc., - Not Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event. Thursday, May 23rd: 4pm – 5pm Central Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily. Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth. After youregister, you will receive an email confirmation from MS Teams with yourRegistration ID and the link to join the seminar. This is an informational event. There is no cost or obligation. MFS and its 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.