Understanding Medicare Date: Tuesday, September 5, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss the following: o History of Medicare o Medicare parts and when to enroll o Medicare costs o Medigap o Medicare Advantage o Working past 65 This is an informational seminar. There is no cost or obligation. Sponsored by John Hancock. John Hancock 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. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2023 Ameriprise Financial LLC. All rights reserved. 5622727ACMR0423
Family Love Letter Date: Tuesday, August 22, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - What the Family Love Letter Is o A roadmap for the next generation o Stories, hopes, & desire…in the event of incapacity or loss o The link to the “voice of family dynamics” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather informationo The longer we live, the longer, deeper and wider our paper trail There is no obligation or cost for this event. Karen Drancik and Neuberger Berman Advisor Institute 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2023 Ameriprise Financial LLC. All rights reserved. 5622731ACMR0423
Social Security: Preparing for Retirement Date: Tuesday, June 20, 2023 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: - How retirement benefits are calculated - Taxes and your retirement plan - Advanced claiming strategies - Benefits for married couples and divorcees This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and can involve investment risks including possible loss of principal and fluctuation of value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2022 Ameriprise Financial LLC. All rights reserved. 5622895ACMR0523
Economic and Market Outlook Date: Tuesday, May 23, 2023 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 During this complimentary session, you will learn about: · How recent events can impact your finances · The factors that may contribute to market volatility · Strategies to help weather market uncertainty 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 risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial Inc. All rights reserved. 5405734ACMR0123
How to Stay Safe from Identity Theft & Cybercrime Date: Tuesday, April 18, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jeff Lanza, Retired FBI Agent, Keynote Speaker - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: · The impact of technology · Protecting you and your family · Understanding the threats · Accountability and support This is an informational seminar. There is no cost or obligation. John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2022 Ameriprise Financial, Inc. All rights reserved. 4796104ACMR0623