Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM Location: Presented By: Karen Ireland, CRPC , Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated- Options for anyone who has ever been married - The role of taxes in your retirement plan For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA andSIPC©2025 Ameriprise Financial Inc. all rights reserved.
Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: • What is Medicare? • Choosing a Medicare Plan • Which option may be right for you? For more information: call us at 203.349.4317 or email us at marie.c.susara@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their 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 risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125
Indoor Golf Networking Event Date: Thursday, March 27, 2025 Time: 5:30 PM - 8:30 PM EDT Location: Golf Lounge 18, Sportsplex, 85 Mill Plain Road, Suite# H, Fairfield, CT 06824 Presented By: James F. Stuart, Branch Manager, Financial Advisor Hosted By: Ameriprise Financial Services, LLC Sponsored By: Anthony J. Balboa, Lord Abbett & Rob Bilek, MFS Bring a Friend for this casual, fun-filled evening offers a perfect opportunity to expand your professional network while enjoying some friendly competition - no golf experience required! What to expect: Professional golf simulators with games suitable for all skill levels Light appetizers and refreshments provided. Golf pro available for quick tips and pointers! Networking between rounds There is no cost or obligation. Lord Abbett, MFS, and associated representatives are not affiliated with Ameriprise Financial.
Economic and Market Outlook Date: Tuesday, March 18, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price , Chief Economist - Ameriprise Financial Services, LLC Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price, will share his perspectives on the General market outlook, including market conditions and potential investment implications. This is an informational seminar. There is no cost or obligation. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc. 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. © 2025 Ameriprise Financial Inc. All rights reserved.
How to Stay Safe from Identity Theft & Cybercrime Date: Tuesday, February 25, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Jeff Lanza, Former FBI Agent - John Hancock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we’ll discuss: • The impact of technology • Understanding the threats • Protecting you and your family • Accountability and support This is an informational seminar. There is no cost or obligation. This event is sponsored by: John Hancock Investments. Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, any financial institution, and involve investment risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial Inc. All rights reserved. 7458444ACMR0125
Washington Update Date: Tuesday, January 28, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider. This is an informational seminar. There is no cost or obligation. 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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124
Why Social Security Matters Date: Tuesday, October 15, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Robert Kron, Managing Director, - Nuveen Hosted By: Ameriprise Financial Services, LLC Southern States Join us for a special presentation on why Social Security Matters. Thisis an informational event. There is no cost or obligation. Nuveenand its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value. Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6180315ACMR0124