Past events

Securing Your Retirement: Transforming Social Security Into A Winning Retirement Strategy

CDT

Retire123!

Join this event online

Jen Taboada , Director, Wealth Education Specialist - BlackRock

Ameriprise Financial Services, LLC

As your clients approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in their overall retirement income plan. We will overview the following:

  • How social security benefits work for clients
  • When and how to start receiving social security benefits
  • Opportunities to increase their benefits throughout retirement

This is an informational seminar. There is no cost or obligation to attend. BlackRock and its representatives are not affiliated with Ameriprise Financial.
Investment products are not insured by 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 fluctuations in value.

A Washington Update

CDT

Washington123!

Join this event online

Elizabeth Varley, SVP Federal Government Affairs - Ameriprise Financial

Ameriprise Financial Services

An update on policy developments in Washington, DC including the latest discussions around:

-Budget/Debt Ceiling

-Tax Reform

-Regulatory Oversight with a Particular Focus on Issues that may Impact Investors

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

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.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5495556ACMR0323