Upcoming events

Market and Economic Update

CDT

Ameriprise Financial, 2870 S Ingram Mill Rd, Suite D1, Springfield, MO 65804

Ryan Aubuchon, Financial Advisor - Ameriprise Financial

Ryan Aubuchon

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
To reserve a spot: call us at 417.430.2215 or email us at shea.anderson@ampf.com
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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.

Preparing for taxes in retirement

CDT

Metropolitan Grill, 2931 E Battlefield Rd, Springfield, MO 65804

Kevin Britt, Senior Regional Consultant - MFS

Ryan Aubuchon

Ameriprise Financial

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
To reserve a spot: call us at 417.430.2215 or email us at shea.anderson@ampf.com
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Understanding Medicare - The ins and outs of Medicare coverage

CDT

Join this event online

Jeff Dickin, Vice President, Business Consultant - John Hancock

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

An informative discussion to help you understand the following:

  • History of Medicare
  • Medicare Parts & When to Enroll
  • Medicare Costs
  • Medigap Plans
  • Medicare Advantage Plans
  • Working Past 65

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

John Hancock 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 investments 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.

6475174ACNR0324

Economic/Market Outlook & Washington Update

CDT

Join this event online

Russell Price, VP AWM Chief Economist and Elizabeth Varley, SVP Federal Government Affairs - Ameriprise Financial

Ameriprise Financial Services, LLC

Economic/Market Outlook & Washington

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

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

6475174ACMR0324