Family Love Letter: How Every Family Can Prepare Date: Tuesday, November 4, 2025 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Neuberger Berman, Consultant - Neuberger Berman Hosted By: GenFocus Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.
Planning for Healthcare in Retirement Date: Tuesday, September 9, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Brian Roach, Regional Director - Fidelity Hosted By: GenFocus Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, we will discuss steps you can take right now to help you feel more confident about health care: • Get to know Medicare and how to estimate your annual Medicare costs • Take stock of your health care funding sources • Create a health care plan Fidelity and its representatives are not affiliated with Ameriprise Financial.
Social Security: Unlock Its Potential Date: Tuesday, June 10, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kevin Kelly, Consultant - Hartford Funds Hosted By: GenFocus Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Hartford Funds and its representatives are not affiliated with Ameriprise Financial.