Why Social Security Matters: How to Get the Most Out of It Date: Tuesday, December 2, 2025 Time: 5:00 PM - 8:00 PM EST Location: 301 Broadway, Suite 200B, Bethlehem, PA 18015 Presented By: Rob Kron, CFP, Managing Director - Nuveen Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA This material shared is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients. Investing involves risk, principal loss is possible. Nuveen, LLC provides investment solutions through its investment specialists.
Preparing for taxes in retirement Date: Wednesday, November 12, 2025 Time: 7:00 PM - 8:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Dianne Denison, MBA, CRPC, CKA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation.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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Retain Your Brain - The Importance of Brain Health and How to Age Proof Your Brain Date: Thursday, October 9, 2025 Time: 5:00 PM - 6:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Brad Eagles, Advisor Consultant - Hartford Funds Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA Hartford Funds and its representatives are not affiliated with Ameriprise Financial.
Market and Economic Update Date: Wednesday, September 10, 2025 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Dianne Denison, MBA, CRPC, CKA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. This is an informational seminar. There is no cost or obligation. 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.
Five things to know about Medicare Date: Thursday, August 14, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Dianne Denison, MBA, CRPC, CKA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. This is an informational seminar. There is no cost or obligation. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.