Upcoming events

Getting the Most From Medicare Benefits

  • Kevin Hansen, CFP®, CRPC®, Director of Advisor Consulting for Principal - Principal
  • Brock and Associates
  • Principal Global Investors, LLC

One of the biggest retirement concerns for people in or nearing retirement is health care. That’s on top of potential reductions in Social Security, market volatility, and insufficient retirement savings. Learn important enrollment information and available resources to help you make an informed Medicare decision.

When it comes to Medicare, everyone wants to make the most of their benefits. You may have a lot of questions, like clarification on the various Medicare plans offered, eligibility requirements, and cost. Help make sure you are prepared for health care costs in retirement.

Presented in collaboration with Principal Global Investors, this seminar will help you:

· Recognize the impact of health care costs in retirement.

· Understand the basics of Medicare plan options.

· Expand your knowledge on the provided coverage and plan costs.

To reserve a spot: call us at 918.270.1999 or email us at kathy.a.honeyman@ampf.com

Past events

Social Security Preparing for Retirement

  • Mike O’Donovan, MFS Director - MFS Fund Distributors Investment Management
  • Brock and Associates
  • MFS, American Century, Goldman Sachs, Eaton Vance, Fidelity, and AMG

There are many choices in Social Security retirement benefits, making the best selection can make a significant difference in the amount of cumulative lifetime benefits you receive.

This is an information seminar. There is no cost or obligation. This seminar is sponsored by MFS, American Century, Goldman Sachs, Eaton Vance, Fidelity, and AMG. MFS Investment Management, American Century, Goldman Sachs, Eaton Vance, Fidelity and AMG and its representatives are not affiliated with Ameriprise Financial LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Who is ready to travel?

  • Mason Laundrie, Regional Director - Wells Fargo
  • Brock and Associates
  • Wells Fargo

Virtual Teams meeting with Mason Laundrie, presenting Making sense of a market transformed. Mitch Platt, with Azamara Luxury Cruise presenting things to see and do in Spain, Italy & Greece.

Virtual Ladies Event- Interior Decorating with Maureen

  • Maureen Walters, Interior Decorator - Luxe Furniture and Design
  • Brock and Associates
  • Brock and Assocites

Interior Decorating inspiration with Maureen Walters from Luxe Furniture and Design

Tax Day - Wine Tasting & Pairing

  • Randa Warren, Master Sommelier
  • Brock and Associates
  • Brock and Associates

We request that you invite a guest that would enjoy participating as well as learning more about Brock and Associates.

Randa Warren, Master Sommelier will lead our class. She is one of only 26 women in the world to be a Master Sommelier. She joins a total group of 255 men and women worldwide to have this prestigious title. Suggestions for you to pick up are Joel Gott Cabernet Sauvignon California and Kim Crawford Sauvignon Blanc.

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

The Compass is a trademark of Ameriprise Financial, Inc.

Brock and Associates, a private wealth advisory practice of AmeripriseFinancial Services, LLC

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3483150ACMR0321

Spring Clean Your Finances Virtual Workshop

  • Brian Wilson, External Advisor Consultant - New York Life Investments
  • Brock and Associates
  • Brian Wilson, External Advisor Consultant for New York Life Investments

Sometopics to be discussed:

· Reports and formsto organize

· How to plan forthe year ahead

· Setting new goals

· Staying educatedthroughout the year

This is an informational event. Thereis no cost or obligation to attend.

Sponsored by New York Life Insurance Company/MainStayFunds, which is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2021 Ameriprise Financial,Inc. All rights reserved.