Past events

Planning for Health Care in Retirement: A guide to covering your medical expenses

CDT

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

Brandon Simpson, Regional Director - Fidelity Institutional

Walters & Associates, a financial advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, we will discuss steps you can take right now to help you feel more confident about healthcare:

  • Get to know Medicare and how to estimate your annual Medicare costs
  • Take stock of your funding sources
  • Create a health care plan

This is an informational seminar. There is no cost or obligation. Fidelity Institutional and its representatives 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.© 2023 Ameriprise Financial, Inc. All rights reserved.

Understanding Social Security Decisions

CDT

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

Ian R. Moreau, Regional Business Consultant - John Hancock Investment Mgmt.

Walters & Associates, a financial advisory practice of Ameriprise Financial Services, LLC.

Have you considered how Social Security plays a role in your retirement plan? We know that despite having been around since the 1930s, there are still many aspects of Social Security that are commonly misunderstood. Join our seminar that focuses on some of the ways to optimize your benefits.

-The roots of Social Security

-Where Social Security stands today

-Strategies for optimizing your Social Security Benefits-Changes for this year We will also deepen your understanding of how to make the most out of Social Security by taking a look at various case studies. Take action today to make empowered decisions for your retirement!

This is an informational seminar. There is no cost or obligation. John Hancock Investment Mgmt. and its representatives 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.© 2023 Ameriprise Financial, Inc. All rights reserved.

Brainworks: Simple Solutions for staying sharp.

CDT

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

Marquette Payton, Director Practice Mgmt. Consultant, Global Marketing - Janus Henderson Investors

Walters & Associates, a financial advisory practice of Ameriprise Financial Services, LLC.

What's wealth without brain health? Daily multitasking and our constant state of busyness can create a chronic level of stress on our brain, causing us to be unfocused, distracted and less productive. But did you know that more is within your control than you may think? Want to know how? Join us May 24th for our monthly webinar to learn more.

This is an informational seminar. There is no cost or obligation. Janus Henderson Investors and its representatives 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.© 2023 Ameriprise Financial, Inc. All rights reserved.