Upcoming events

Social Security - Preparing for Retirement

EST

Join this event online

Andrew Gordon, Business Development Strategist - MFS Investments

Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC

MFS Investments

Duringthis complimentary session, we’ll address important components of SocialSecurity benefits. We’ll talk about how Social Security benefits are calculatedand discuss options for anyone who has ever been married, as well as the roleof taxes and your retirement plan. We’ll also look at the newly passed SocialSecurity Fairness Act, which may increase Social Security benefits for peoplewith a non-covered pension through the elimination of the Windfall EliminationProvision (WEP) and the Government Pension Offset (GPO).

For more information: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com

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

MFSand its representatives are not affiliated with Ameriprise Financial.

Alwaysconsult a Social Security agent or attorney regarding your specific SocialSecurity decisions.

AmeripriseFinancial, Inc. does not offer tax or legal advice. Consult with a tax advisoror attorney.

Investment products are notinsured 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.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc.All rights reserved.

You're Invited! Making the Most of Medicare: What you Need to Know.

EST

Buona Sera, 50 Maple Ave, Red Bank, NJ 07701

Andrew Gordon , Strategist, Business Development

Red Bank and Lawrenceville Financial Advisors

MFS Investment Management

You and up to 4 guests are invited to join us for dinner and to discuss how you can make the most Medicare.

For more information: call us at 732.383.2299 or email us at Tammy.J.Black@ampf.com
RSVP Online

Calling All Golfers!

EDT

The Golf Den, 8 E Front St, Red Bank, NJ 07701

Red Bank and Lawrenceville Financial Advisors

Lord Abbett and American Century

Join us for an exclusive indoor golf experience designed for our valued clients and a guest of your choice. Enjoy an evening of friendly competition, food and drinks no matter the weather.

To reserve a spot: call us at 732.383.2299