Social Security - Preparing for Retirement Date: Friday, March 6, 2026 Time: 12:00 PM - 1:00 PM Location: Presented By: Kevin Kelly, Senior Regional Consultant - MFS Hosted By: Gratium Wealth Planning During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with anon-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). To reserve a spot: call us at 407.459.8876 or email us at john.j.lomba@ampf.com RSVP Online Event registration Date: Time: 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) 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. MFS is not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific SocialSecurity decisions. 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. 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.
Behavioral Finance Date: Friday, February 6, 2026 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Ray Vigeant, Regional Director - Fidelity Institutional Hosted By: John Lomba, Gratium Wealth Planning During this complimentary session, we’ll explore how behavioral finance informs every financial decision we make. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll break down the different types of bias and how to create a plan to stay focused on your long-term goals. This is an informational seminar. There is no cost or obligation. Fidelity is 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.