Events

"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.

Registration Link Ameriprise Virtual Client Event

During this webinar, we will:

· Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones

· Explore common reasons why so many families plan in advance

· Review pre-planning versus pre-funding

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

▪Debunk common misconceptions about Social Security

▪Drill down on benefits

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations

• Explore common care and housing options as we age

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

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.

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

• Understand what artificial intelligence is and why it has gained momentum
• Explore real-world applications of AI across industries
• Gain perspective on where AI may be headed and key considerations moving forward

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link HERE

Join us for a virtual presentation on Thursday – Nov 20th, 2025. The event is complimentary. Below are details about the event.

Thursday, November 20th: 4pm – 5pm Central Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

Infact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.

He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.

Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.

Registration Link Ameriprise Virtual Client Event