Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: • What is Medicare? • Choosing a Medicare Plan • Which option may be right for you? This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock. BlackRock and their 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 risk including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM Location: Presented By: Karen Ireland, CRPC , Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: James F. Stuart, Branch Manager - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated- Options for anyone who has ever been married - The role of taxes in your retirement plan This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA andSIPC©2025 Ameriprise Financial Inc. all rights reserved.
Indoor Golf Networking Event Date: Thursday, March 27, 2025 Time: 5:30 PM - 8:30 PM EDT Location: Golf Lounge 18, Sportsplex, 85 Mill Plain Road, Suite# H, Fairfield, CT 06824 Presented By: James F. Stuart, Branch Manager, Financial Advisor Hosted By: Ameriprise Financial Services, LLC Sponsored By: Anthony J. Balboa, Lord Abbett & Rob Bilek, MFS Bring a Friend for this casual, fun-filled evening offers a perfect opportunity to expand your professional network while enjoying some friendly competition - no golf experience required! What to expect: Professional golf simulators with games suitable for all skill levels Light appetizers and refreshments provided. Golf pro available for quick tips and pointers! Networking between rounds There is no cost or obligation. Lord Abbett, MFS, and associated representatives are not affiliated with Ameriprise Financial.