Social Security: Preparing for Retirement Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS - 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 - Discuss options for anyone who has ever been married - Role of taxes and your retirement plan For more information: call us at 617.912.3191 or email us at natalie.barber@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. This sponsor and their representatives are not affiliated with Ameriprise Financial. Always consults 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 FIRA and SIPC.A ©2024 Ameriprise Financial Inc. all rights reserved.
Education Planning and Funding, features and Benefits of 529 Plans Date: Wednesday, May 8, 2024 Time: 6:00 PM - 8:00 PM EDT Join this event online Presented By: Chris Stack, Managing Consultant for savingforcollege.com Hosted By: Middleton MA branch of Ameriprise Financial Services, LLC Sponsored By: Columbia Threadneedle Duringthis complimentary session, you will learn: - Why you should use a 529 Plan - Who benefits the most from 529 plans - What if you don't use your 529 plansassets for school? - How 529 plans can help your estate plan - Exciting new Roth IRA feature that 529plans have Duringthis complimentary session, you will learn: For more information: call us at 978.539.0213 or email us at heather.roy@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Savingforcollege.comand their representatives are not affiliated with Ameriprise Financial, Inc. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies. Columbia Threadneedle Investments is affiliated with Ameriprise Financial Services, LLC. Clients contributing to a 529 Plan offered by a state in which they are not a resident, should consider, before investing, whether their, or their designated beneficiary(s) home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
1,000 Places to See Before You Die Date: Wednesday, March 20, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Patricia Schultz, Travel Writer and Best-Selling Author - Hachette Book Group Hosted By: Ameriprise Financial Sponsored By: Ameriprise Financial Services, LLC In this complimentary presentation, we will be spanning the globe and discussing: • Unforgettable attractions to experience on Earth • Bucket list destinations explored through mesmerizing photographs • Recommendations of the world’s best places to visit – On and off the beaten path This is an informational seminar. There is no cost or obligation. RiverSource is an affiliate of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial Inc. All rights reserved. 6157499ACMR1224
Economic and Market Outlook Date: Tuesday, February 27, 2024 Time: 4:00 PM - 5:00 PM EST 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 orobligation. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of or guaranteed by any financial institution andinvolve investment risks including possible loss of principal and fluctuationin value. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial Inc. All rights reserved. 6141613ACMR1223