Past events

Understanding Medicare - The ins and outs of Medicare coverage

MDT

Medicare123!

Join this event online

Jeff Dickin, Vice President, Business Consultant - John Hancock

Ameriprise Financial Services, LLC

An informative discussion to help you understand the following:

  • History of Medicare
  • Medicare Parts & When to Enroll
  • Medicare Costs
  • Meidgap Plans
  • Medicare Advantage Plans
  • Working Past 65

This is an informative seminar. There is no cost or obligation to attend. 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 obligation of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securing Your Retirement: Transforming Social Security Into A Winning Retirement Strategy

MDT

Retire123!

Join this event online

Jen Taboada, Director, Wealth Education Specialist - BlackRock

Ameriprise Financial Service, LLC

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. We will overview the following:

  • How Social Security Benefits Work for you
  • When and How to Start Receiving Social Security Benefits
  • Opportunities to Increase your Benefits Throughout Retirement

This is an informational seminar. There is no cost or obligation to attend. BlackRock 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.

A Washington Update

MDT

Washington123!

Join this event online

Elizabeth Varley, Senior VP Federal Government Affairs - Ameriprise Financial

Ameriprise Financial Services, LLC

An update on policy developments in Washington, DC including the latest on discussions around:

  • Budget/Debt Ceiling
  • Tax Reform
  • Regulatory oversight with Particular Focus on Issues that may Impact Investors

This is an informational seminar. There is no cost or obligation to attend. 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 5495556ACMR0323

SHRED EVENT

MDT

7730 Union Park Avenue, South Parking Lot, Midvale, UT 84047

Ameriprise Financial

We are hosting a shred truck event, to shred your personal documents. Please bring us as much as you wish, and it will be shredded on site.
You may RSVP with your advisor if you would like to join us, but it is not necessary.

There is no cost or obligation.