How to Maximize Social Security Benefits Date: Thursday, May 21, 2026 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Mary Beth Franklin, CFP® RetirePro, LLC Hosted By: Toporowski, Clark & Romans Financial Group, Ameriprise Financial Services, LLC "How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits. To reserve a spot: call us at 563.214.1857 or email us at lisa.a.zepeda@ampf.com RSVP Online Event registration How to Maximize Social Security Benefits Date: Thursday, May 21, 2026 Time: 4:00 PM - 5:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 01234 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Mary Beth Franklin and RetirePro, LLC are not affiliated withAmeriprise Financial. Always consult a Medicare agent regarding your specificMedicare questions and decisions and a Social Security agent regarding yourspecific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legaladvice. Consult with a tax advisor or attorney.Investment productsare not insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.
Market and Economic Update Date: Tuesday, December 9, 2025 Time: 5:00 PM - 6:00 PM CST Location: The Merrill Hotel, 119 W Mississippi Drive, Muscatine, IA 52761 Presented By: Kerry Toporowski & Kate Rothenberger, Financial Advisors - Ameriprise Financial Hosted By: Toporowski, Clark & Romans Financial Group 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. ©2026 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Tuesday, December 9, 2025 Time: 10:00 AM - 11:00 AM CST Location: Vibrant Coffee House, 3230 Ridge Point, Bettendorf, IA 52722 Presented By: Kerry Toporowski & Kate Rothenberger, Financial Advisors - Ameriprise Financial Hosted By: Toporowski, Clark & Romans Financial Group 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. ©2026 Ameriprise Financial, Inc. All rights reserved.
How new tax law changes may impact you Date: Friday, October 17, 2025 Time: 10:30 AM - 11:30 PM CDT Location: Vibrant Coffee House, 3230 Ridge Pointe, Bettendorf, IA 52722 Presented By: Kate Rothenberger, MBA, CFP, Financial Advisor - Toporowski, Clark & Romans Financial Group Hosted By: Toporowski, Clark & Romans Financial Group The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. This is an informational seminar. There is no cost or obligation.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.© 2025 Ameriprise Financial, Inc. All rights reserved.
Join us for some baseball Date: Tuesday, August 19, 2025 Time: 6:00 PM - 9:00 PM CDT Location: QC River Bandits, 209 Gaines St, Davenport, IA 52802 Hosted By: Toporowski, Clark & Romans Financial Group Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.
Join us for some baseball Date: Thursday, June 26, 2025 Time: 5:30 PM - 9:00 PM CDT Location: Clinton LumberKings, 537 Ball Park Dr, Clinton, IA 52732 Hosted By: Toporowski, Clark & Romans Financial Group Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.