Upcoming events

Social Security: Options to help you maximize your benefits

EDT

Ameriprise Financial, 501 Pennsylvania Parkway, 1st Floor Conference Room, Carmel, IN 46280

Stefanie Azzarelli, Vice President - Fidelity Investments

Jeff Hodges, CFP®, Branch Manager, Ameriprise Financial Services, LLC

Fidelity Institutional

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

For more information: call us at 317.810.5351 or email us at Jennifer.L.Miller@ampf.com

This is an informational seminar. There is no cost or obligation.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

This event is sponsored by: Fidelity 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

The Tax Times Have Changed

EDT

Ameriprise Financial, 501 Pennsylvania Parkway, Carmel, IN 46280

James Bergeron, Managing Director - Nuveen

Jeff Hodges

Randy Kutchek

During this complimentary session, we'll discuss strategies for today's tax, economic, and financial market landscape.

For more information: call us at 317.810.5351 or email us at jennifer.l.miller@ampf.com

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: Nuveen. The 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024Ameriprise Financial, Inc. All rights reserved.

Past events

Guide to Retirement

EDT

Ameriprise Financial, 501 Pennsylvania Parkway, Carmel, IN 46280

Mike Garontakos - JP Morgan

Jeff Hodges, CFP®

JP Morgan

Join us for a complimentary session where we’ll discuss factors that shape today’s retirement experience, behaviors and best practices while saving for retirement, considerations for living in retirement, and building a retirement portfolio.

Thisis an informational seminar. There is no cost or obligation.

This event is sponsored by: JP Morgan. The 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.