Upcoming events

Join us for Happy Hour!

CDT

Island Party Hut, 355 E. Riverwalk South, Chicago, IL 60601

Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Principal Asset Management & RiverSource Life Insurance Company

Join us for a fun and relaxed evening with our team and fellow clients at Island Party Hut on the Chicago Riverwalk! Enjoy drinks, light bites, and waterfront views as we celebrate the kickoff to the summer season.

Nearby Parking Options:

· Millennium Park Garage – 5 S. Columbus Dr.

· Park Millennium Garage – 221 N. Columbus Dr.

· 55 E. Monroe Garage – entrance on S. Lake Shore Dr.

· SP+ Parking – 303 E. Wacker Dr

To reserve a spot: call us at 312.546.6070 or email us at kyle.benter@ampf.com
RSVP Online

There is no cost or obligation.

Principal Asset Management and its representatives are not affiliated with Ameriprise Financial.

RiverSource Life Insurance Company is an affiliate of Ameriprise Financial Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved. 8031361ACMR0625

Social Security: Preparing for Retirement

CDT

Join this event online

Andrew Gordon, Social Security Consultant - MFS

Tim Silver, Financial Advisor with Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

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 a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 312.546.6070 or email us at kyle.benter@ampf.com

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

This event is sponsored by: MFS. These sponsors and representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security 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.

Past events

Virtual Event - "How to Maximize Social Security Benefits"

CDT

Join this event online

Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated

Jensen & Associates, Ameriprise Financial Services, LLC

Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You.

“How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.

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.

This event is sponsored by: First Eagle Investments. These sponsors and 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.

Market and Economic Update

CDT

Join this event online

Craig Jensen, Financial Advisor - Ameriprise Financial Services, LLC

Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
This is an informational seminar. There is no cost or obligation.

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.
©2024 Ameriprise Financial, Inc. All rights reserved.

Identity theft: What can I do to protect myself?

CDT

Join this event online

Brett Conlon, Cybersecurity Executive - American Century

Tim Silver

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.

This event is sponsored by: MFS Investment Managers. These sponsors and 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Knowledge is power - Financial strategies for women

CST

Join this event online

Susan McLain, Financial Advisor - Ameriprise Financial Services, LLC

Susan McLain

During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events.
This is an informational seminar. There is no cost or obligation.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Market and Economic Update

CST

522157913#

Join this event online

Tim Silver, Financial Advisor - Ameriprise Financial Services, LLC

Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
This is an informational seminar. There is no cost or obligation.

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.
©2024 Ameriprise Financial, Inc. All rights reserved.