Shredding Event Date: Monday, June 2, 2025 Time: 9:30 AM - 4:00 PM CDT Location: Ascent Financial Partners Office, 28377 Davis Parkway, Suite 601, Warrenville, IL 60555 Hosted By: Ascent Financial Partners Drop off your documents to be shredded at the office from Monday, June 2nd to Wednesday, June 4th from 9:30am to 4:00pm.
Virtual Event - "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 - Retirero, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments Join us for a virtual presentation on Thursday – May 22nd, 2025. The event 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 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. Registration Link Ameriprise Virtual Client Event By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal 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 with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. This event is sponsored by: First Eagle Investments. 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.
Retain your Brain Date: Thursday, February 6, 2025 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar. Presented By: Timothy Murphy, Regional Vice President - Advisor Consultant - Hartford Funds Hosted By: Ascent Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC