Preparing for taxes in retirement Date: Thursday, June 4, 2026 Time: 4:30 PM - 7:00 PM CDT Location: R'z Cafe & Catering, 104 N. Main Street, Fort Branch, IN 47648 Presented By: Karen Lively, Financial Advisor - Compass Financial Group Hosted By: Compass Financial Group During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: call us at 812.477.5520 or email us at mackenzie.schmidt@ampf.com RSVP Online Event registration Preparing for taxes in retirement Date: Thursday, June 4, 2026 Time: 4:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.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.
Join us for some baseball Date: Thursday, July 30, 2026 Time: 5:30 PM - 8:30 PM CDT Location: Bosse Field - Evansville Otters, 23 Don Mattingly Way, Evansville, IN 47711 Hosted By: Compass Financial Group Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together. To reserve a spot: call us at 812.477.5520 or email us at mackenzie.schmidt@ampf.com RSVP Online Event registration Preparing for taxes in retirement Date: Thursday, June 4, 2026 Time: 4:30 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar