Virtual Event - "How to Maximize Social Security Benefits" Date: Thursday, May 22, 2025 Time: 3:00 PM - 4:00 PM MDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated Hosted By: Ameriprise Financial Services, LLC Sponsored By: First Eagle Investments Thursday, May 22nd: 3pm – 4pm Mountain Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You. “How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, fire fighters and teachers— who have pensions based on work where they did not pay FICA taxes. Registration Link Ameriprise Virtual Client Event To reserve a spot: email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: 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) 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 By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.
Cocktails & Conversation Date: Thursday, May 22, 2025 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: 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) 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
Cocktails & Conversation Date: Thursday, August 28, 2025 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: 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) 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
Cocktails & Conversation Date: Thursday, September 25, 2025 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: 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) 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
Cocktails & Conversation Date: Thursday, October 23, 2025 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: 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) 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
Cocktails & Conversation Date: Thursday, April 24, 2025 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!
Cocktails & Conversation Date: Thursday, March 27, 2025 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!
Cocktails & Conversation Date: Thursday, February 27, 2025 Time: 5:00 PM - 6:30 PM MST Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!
Cocktails & Conversation Date: Thursday, January 23, 2025 Time: 5:00 PM - 6:30 PM MST Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome!