Upcoming events

Securing Your Retirement: Transforming Social Security into a Winning Strategy

CST

You must RSVP to receive access credentials for this event or seminar

Michael Graci, Senior Financial Wellness Consultant and National Speaker - BlackRock Investments

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we'll discuss:

  • How Social Security benefits work for you and your spouse
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement
To reserve a spot: call us at 913.491.5400 or email us at respectivewealth@ampf.com
RSVP Online

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

Justin Maddox and BlackRock are 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.

Ameriprise Financial Services, LLC Member FINRA and SIPC

© 2024 Ameriprise Financial, Inc. All rights reserved.

Washington Update

CST

Join this event online

Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

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

To reserve a spot: call us at 913.491.5400

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Respective Wealth Food Drive

CST

5700 W. 112 Street, Ste 130, Overland Park, KS 66211

Respective Wealth

Please consider joining us in helping support our donation drive to benefit Harvesters. We are accepting unexpired non-perishable foods from November 1st through November 22nd. The most needed items are canned vegetables and fruits, brown rice, whole grain pasta, peanut butter, canned soup as well as soap, deodorant, shampoo, and toilet paper. There will be a table in our front office where you can drop off donations between 9 AM and 4 PM Monday through Friday.

To reserve a spot: call us at 913.491.5400 or email us at respectivewealth@ampf.com

Past events

Preparing for Taxes in Retirement

CDT

You must RSVP to receive access credentials for this event or seminar

Jamie Rietzke, Private Wealth Advisor, AAMS®, CRPC® - Respective Wealth

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this presentation we'll discuss three important areas of tax planning for retirement, including:

  • A look at possible sources of income
  • Explain the tax control triangle
  • Dive into some tax strategies you can implement as you enter retirement

Please RSVP to receive your web/phone access credentials for this session.

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.

Ameriprise Financial Services, LLC Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.