Upcoming events

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • Bryan Barragate, Financial Advisor
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies

- Taxes and your retirement plan

To reserve a spot: call us at 216.464.5042 or email us at allison.adkins@ampf.com

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

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Past events

Coming out of the Crisis--Covid-19 Correction

  • Eric Hundahl, CFA® Head of Portfolio Strategy, North America and Liz Young, CFA® Director of Market Strategy - BNY Mellon Investment Management
  • James Tracz, CMFC
  • BNY Mellon Investment Management

Attend our complimentary seminar to learn more on this topic, including information around:

• The 2000’shave included the longest bull market ever, yet also multiple large-scale economic crises that have significantly eroded investment growth.

• Diversification, though, has proven to be imperative in capturing consistent long-term returns during these times.

• The magnitude and speed of the Coronavirus downturn has been unprecedented.

• Holding cash has unintended implications for portfolios worth analyzing.