How to Maximize Social Security Benefits Date: Thursday, May 22, 2025 Time: 4:00 PM - 5:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Mary Beth Franklin - RetirePro, LLC Hosted By: Christopher Moser, Financial Advisor, Ameriprise Financial Join us for a virtual presentation. The event is complimentary. Below are details about the event. Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You. “How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes. Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. This event is sponsored by: First Eagle 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.
Retirement 101 Date: Tuesday, April 29, 2025 Time: 4:00 PM - 5:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Kimberly R. Stewart, CFP®, CLTC®, CLU®, Ayo Idowu APMA™ & Khadia Michel, CFP®, CRPC®, Financial Advisor from Ameriprise Financial Hosted By: Black Empowerment Advisor Community Network, Ameriprise Financial Services, LLC This event will review fundamental financial principles to help you feel more confident and competent in assessing your financial situation. By the end of this presentation, you will be able to: • Explain the benefits and differences between retirement plans. • Identify the various considerations you need to make before retiring. • Describe the features of Social Security. • Explain the important ages for Social Security claims generally.. Please RSVP by April 28, 2025, to reserve your spot and receive your access credentials for this virtual event. Register here: Retirement: 101 RSVP