Upcoming events

Social Security: Preparing for Retirement

PDT

Fogo De Chao, 2250 Thousand Oaks Blvd, Thousand Oaks, CA 91362

Karen Ireland, Business Development Consultant - MFS Fund Distributors, Inc

Chris Callahan

MFS Fund Distributors, Inc

Social Security: Preparing for Retirement.
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).

To reserve a spot: call us at 805.277.5170 or email us at teresita.miranda@ampf.com

This is an informational seminar. There is no cost or obligation. MFS is not affiliated with 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8766749ACMR0226

Past events

Guide to the Markets Q1 2026-Seminar

PST

Ruth's Chris Steak House, 5919 Canoga Ave., Woodland Hills, CA 91367

Cory Colnon, Vice President-external Client Advisor - JP Morgan

Ameriprise Financial

JP Morgan

We would like to invite you to join us for a Market Update Presentation-

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics. We’ll discuss the economic landscape and outlook for the current year, as well as key drivers and trends taking place in the markets.

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

JP Morgan 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.© 2026 Ameriprise Financial, Inc. All rights reserved. 8715733ACMR0126