Upcoming events

Family Love Letter

EDT

Trio Bistro , 7565 Kenwood Rd , Cincinnati , OH 45236

Patrick Scorzelli , Regional Vice President Advisor Consultant - Neuberger Berman

Ameriprise Financial

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

To reserve a spot: call us at 513.984.9700 or email us at kimberly.willoughby@ampf.com

Past events

Why Social Security Matters: And How to Get the Most Out of It

EDT

Join this event online

Robert Kron, CFP®, Managing Director, Advisor Education - NUVEEN

Ameriprise Financial, Inc.

Ameriprise Financial, Inc.

Join us for this informative session designed to help you understand the critical role Social Security plays in your retirement strategy. During this complimentary presentation, we will cover:

· Dispelling the Myth of Insolvency

· Interpreting your Social Security Statement

· Understanding Primary Insurance Amount (PIA) and Its Calculation

· Exploring Additional Benefits

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

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial, Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial, Inc. will collect your personal data to administer the event.

This event is sponsored by NUVEEN. NUVEEN and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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 risk 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.