Events

Let’s talk Medicare! Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 4pm – 5pm Central

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session willf ocus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future. The presentation will include:

• LGBTQ+ numbers that matter

• Challenges facing the LGBTQ+ community

• Investing beyond the headlines

• Building your foundation for wealth and well-being

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

• Organizing different forms/statements

• Budgeting, cash management tools

• Retirement (contributions, asset allocation, education, etc.)

Join us as Max Eppley presents Social Security: Preparing for Retirement. During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

Spaces are limited, RSVP by February 16 at 5pm to Marketing Coordinator Ashley Byrne, ashley.byrne@ampf.com

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!