Upcoming events

Social Security: Preparing for Retirement

PDT

Join this event online

Chris Callahan, Senior Regional Consultant - MFS

Bodemeijer & Associates

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. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with anon-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 805.777.7875 or email us at chandler.ruggiero@ampf.com

Daniel Bodemeijer, CA license # 0C97474, Nicholas Carrillo, CA license#4280957

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

MFS is not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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.

© 2026 Ameriprise Financial, Inc. All rights reserved.
AMP5408658.7

Past events

Retain Your Brain: Spring 2026

PDT

Join this event online

Brian Medina, Regional Vice President – Advisor Consultant - Hartford Funds

Bodemeijer & Associates

In this complimentary session, we will learn simple, science-based steps to keep your brain sharp and lower the risk of cognitive decline. Dr. Marc Milstein will share practical tips on sleep, diet, exercise, and stress management to help you age-proof your most valuable asset.

Daniel Bodemeijer, CA license # 0C97474 Nicholas Carrillo, CA license # 4280957

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

Hartford Funds is not affiliated with Ameriprise Financial.

This event is sponsored by: Hartford Funds. 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.