Social Security & Medicare: Cornerstones of Retirement Date: Tuesday, September 22, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Justin Morse, Practice Management Specialist - Victory Capital Hosted By: Ameriprise Financial Social Security and Medicare play a critical role in retirement planning, yet understanding when and how to maximize these benefits can be complex. Join us for an educational presentation designed to help you better understand how Social Security benefits are calculated, key claiming strategies, spousal and survivor benefits, the impact of the Social Security Fairness Act, and potential tax considerations. We will also explore the fundamentals of Medicare, including enrollment timelines, coverage options, costs, and common mistakes to avoid. Whether you are approaching retirement or helping a loved one navigate the process, this session will provide valuable insights to help you make more informed decisions about two of the most important components of retirement planning. Topics Include: How Social Security benefits are calculated Strategies for claiming Social Security benefits Spousal, survivor, and divorce-related benefits Social Security Fairness Act updates Taxation of Social Security benefits Medicare enrollment and coverage options Considerations for coordinating healthcare and retirement income To reserve a spot: email us at gina.spehl@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Thisis an informational seminar. There is no cost or obligation.VictoryCapital and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.
Generational Wealth - Understand, Plan, and Communicate Date: Tuesday, April 21, 2026 Time: 11:00 AM - 12:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: DOUG ORTON, CRPC, VICE PRESIDENT - BUSINESS DEVELOPMENT CONSULTANT WITH MFS Hosted By: Ameriprise Financial Generational wealth — understand, plan, and communicate - Building a legacy that lasts beyond a lifetime As you set and then communicate goals for your family, these three things can help:• Understanding why transfers of wealth often “fail”• Being familiar with what planning steps you can take to help avoid these common costly mistakes• And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. This is an informational seminar. There is no cost or obligation. MFS is 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. © 2025 Ameriprise Financial, Inc. All rights reserved.