Referral Event 2026
Alex Gimber, Regional Manager for Michigan and Ohio - Lord Abbett
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Please join us for a special family and friends event! We are looking to connect with some new faces to share about an important topic: “An All Weather Approach to Investing” presented by Alex Gimber. During this complimentary session, we will be enjoying a sizzling fajita buffet. After our discussion, guests will be free to start golfing!
This is an informational seminar. There is no cost or obligation.
Allspring, Eaton Vance, Lord Abbett and their representatives are not affiliated with Ameriprise Financial, Inc.
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.
8810659ACMR0326
How to Maximize Social Security Benefits
Mary Beth Franklin, CFP® from RetirePro, LLC
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event!
Thursday, May 21st, 2026: 5 pm – 6pm
"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.
During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.
By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the 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.
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. 8792087ACMR0226
Getting Your Financial House in Order: Simple Steps for Clarity and Confidence
Leda Zukowski, Director, Advisor Advancement Institute - New York Life
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.
Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward.
During this session, we will:
- Highlight why financial organization is the foundation of financial wellness
- Share practical ways to organize key documents and accounts
- Walk through how to plan intentionally for the year ahead
- Discuss how to set meaningful, realistic financial goals
- Provide simple habits to help you stay on track over time
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
New York Life Investments and their representative are not affiliated with Ameriprise Financial, Inc.
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.
The Facts of Funeral Pre-Planning – Final Wishes
Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
During this webinar, we will:
· Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones
· Explore common reasons why so many families plan in advance
· Review pre-planning versus pre-funding
· Discuss pros and cons of a funeral policy
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225
The Power of Social Security: 3 Things You Need to Know
Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price
Ferhadson & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
The Silver Tsunami is coming.
Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.
And many find the topic simply overwhelming.
The Power of Social Security—will provide valuable insights to:
▪Debunk common misconceptions about Social Security
▪Drill down on benefits
▪Provide actionable next steps for thoughtful retirement income strategies
By registering for this event, you agree toyour personal data including, but not limited to, your name, company name,email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here . By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.
This is an informational seminar. There is no cost or obligation.
T. Rowe Price and their representatives are not affiliated with Ameriprise Financial, Inc.
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 fluctuationin value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
8674769ACMR1225