Social Security - Preparing for Retirement Date: Wednesday, February 25, 2026 Time: 12:00 PM - 12:45 PM EST Join this event online Presented By: Andrew Gordon, Business Development Strategist - MFS Investments Hosted By: Todd Hubley Regional Vice President with Ameriprise Financial Services, LLC Sponsored By: MFS Investments Duringthis complimentary session, we’ll address important components of SocialSecurity benefits. We’ll talk about how Social Security benefits are calculatedand discuss options for anyone who has ever been married, as well as the roleof taxes and your retirement plan. We’ll also look at the newly passed SocialSecurity Fairness Act, which may increase Social Security benefits for peoplewith a non-covered pension through the elimination of the Windfall EliminationProvision (WEP) and the Government Pension Offset (GPO). For more information: call us at 201.221.2704 or email us at alexis.z.gerasimow@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. MFSand its representatives are not affiliated with Ameriprise Financial. Alwaysconsult a Social Security agent or attorney regarding your specific SocialSecurity decisions. AmeripriseFinancial, Inc. does not offer tax or legal advice. Consult with a tax advisoror attorney. Investment products are notinsured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc.All rights reserved.
Plan to give more: Estate Planning Date: Wednesday, September 10, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: David Houston,, Director Advance Strategies - Riversource Life Insurance Company Hosted By: Todd Hubley, Regional Vice President, Ameriprise Financial Services LLC Learn how to: • Control how your estate is distributed • Give to loved ones or charities important to you • Help reduce taxes and leave a larger legacy Thisis an informational event. There is no cost or obligation. RiverSourceis affiliated withAmeriprise Financial , LLC. AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation.Before you purchase insurance, be sure to consider the policy’s features,benefits and fees, and whether it is appropriate for you, based on yourfinancial situation and objectives.Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and inNew York only, by RiverSource Life Insurance Co. of New York, Albany, New York.Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securitiesoffered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial Inc. All rights reserved. 7937121ACMR0525
Tax Strategies for the Current Landscape Date: Thursday, September 4, 2025 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Bill Cass Director of Wealth Planning from Franklin Templeton Hosted By: Karen Klenk Branch Manager with Ameriprise Financial Join us for a virtual session Please RSVP by September3, 2025, to reserve your spot and receive your access credentials for this virtual event. This is an informational seminar. There is no cost or obligation. 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. Sponsored by Franklin Templeton. Franklin Templeton and its 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.