Summer Luau Party Date: Saturday, June 7, 2025 Time: 1:00 PM - 3:00 PM EDT Location: Heather's Cafe, 505 South Main Street, Springboro, OH 45066 Presented By: Beyond Wealth Advisors Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Come join us on the patio for our Summer Luau Party. Live music, fun food and drinks, games, face painting and caricature artist. With gratitude for your continued business and support of our practice; we hope you, your family and friends can join us to celebrate! There is no cost or obligation. Eaton Vance, Goldman Sachs, PGIM Investments, AllSpring Global Investments, and Virtus are not affiliated with Ameriprise Financial. RiverSource Insurance and RiverSource Annuities are 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 risks 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.7937545ACMR0525D
How to Maximize Social Security Benefits Date: Thursday, May 22, 2025 Time: 5:00 PM - 6:00 PM EDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event. Thursday, May 22nd: 5 pm – 6 pm Eastern 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, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes. Registration Link: Ameriprise Virtual Client Event This is an informational seminar. There is no cost or obligation. Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. This event is sponsored by: First Eagle Investments. These sponsors and 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 risks including possible loss of principal and fluctuation in value. 7708903ACMR0325
Family Love Letter Date: Thursday, May 8, 2025 Time: 6:00 PM - 7:00 PM EDT Location: Meadowlark, 5531 Far Hills Ave, Dayton, OH 45429 Presented By: Karen Drancik, Vice President - Neuberger Berman Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman Learn more about an indispensable planning tool that organizes the paper train tied to your life. This is an informational seminar. There is no cost or obligation. Neuberger Berman 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 investment risks 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.
Shred Week 2025 Date: Thursday, April 17, 2025 Time: 8:30 AM - 5:00 PM EDT Location: Beyond Wealth Advisors, 2835 Miami Village Drive, Suite 101, Miamisburg, OH 45342 Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC April 14th - April 17th Looking to dispose of old bills, receipts, and important documents that are cluttering up your space? Please join us for our free shred week at our Miamisburg and Richmond offices during business hours. There is no cost or obligation to attend. Beyond Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Galentine's Day Event Date: Thursday, February 13, 2025 Time: 6:00 PM - 8:00 PM EST Location: Heather's Gourmet Caramel Apples, 253 West Central Avenue, Springboro, OH 45066 Hosted By: Heather's Gourmet Caramel Apples Get ready for fun and creativity while we dip caramel apples and chocolate strawberries! There is no cost or obligation. Sponsored by MFS and Fidelity Investments. MFS and Fidelity investments are not affiliated with Ameriprise Financial. Hosted by: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7508486ACMR0125