Upcoming events

Plan for the future. How an estate plan helps put you in control.

  • Scott Masters, Branch Manager - Ameriprise Financial
  • The Duluth Branch of Ameriprise Financial

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

To reserve a spot: call us at 770.497.5730
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.

Past events

Plan for the Future. Maximizing Your Social Security Benefits.

  • Scott Masters, Branch Manager - Ameriprise Financial
  • The Duluth Branch of Ameriprise Financial

This complimentary seminar will explain what you need to know about:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.

Health, wealth and a confident retirement

  • Scott Masters , Branch Manager - Ameriprise Financial
  • Duluth Branch of Ameriprise Financial
  • Russ Bartlett with Columbia Threadneedle

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

Investment products are not federally or FDIC-insured, 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.