Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: Ameriprise Financial Services, LLC 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 401.943.6803 or email us at marie.davidson@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 and SIPC ©2024 Ameriprise Financial Inc.
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: Ameriprise Financial Services, LLC 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 401.943.6803 or email us at marie.davidson@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
7 Things No One Tells You About Retirement Date: Tuesday, July 22, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, we will be touching on: · Retirement history reveals a lot · The wrong top 10 list · The unspoken side of retirement · Major transition miscalculation · Where clich� advice goes wrong· The broken period of longevity For more information: call us at 401.943.6803 or email us at marie.davidson@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. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory service provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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. 7610697ACME0226
Securing Your Retirement Date: Tuesday, August 12, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: · Rules of retirement benefits · Individual, spousal, and survivor benefits· Collection strategies For more information: call us at 401.943.6803 or email us at marie.davidson@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. 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 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. 7713917ACMR0325
Economic and Market Outlook Date: Tuesday, October 21, 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: Ameriprise Financial Services, LLC 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. For more information: call us at 401.943.6803 or email us at marie.davidson@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. 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.
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: Ameriprise Financial Services, LLC 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.
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