Social Security: Preparing for Retirement Date: Wednesday, May 28, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland , Senior Business Development Strategist - MFS Investment Management Hosted By: Elijah Duduit During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). This event is sponsored by: MFS These sponsors and representatives are not affiliated with Ameriprise Financial. Also sponsored the event and of Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.