Events

Learn more about what we believe to be an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death.

During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

Please RSVP by Tuesday, Oct. 7, 2025.

We are thrilled to announce the launch of our book, Intentional Legacy, co-written by Morgan Nichols and Kelly Bays. LifeBranch Wealth Partners would be honored to host you as our guest to celebrate this moment with us.

Please RSVP by Wednesday, June 4th. Bourbon, cocktails, and charcuterie spread will be served.

We are thrilled to announce the launch of our book, Intentional Legacy, co-written by Morgan Nichols and Kelly Bays. LifeBranch Wealth Partners would be honored to host you as our guest to celebrate this moment with us.

Please RSVP by Wednesday, May 28th. Bourbon, cocktails, and charcuterie spread will be served.

LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, invites you to a virtual seminar event.

Social Security Strategies
Social Security represents a substantial financial asset in retirement. It is important to understand the key considerations in order to ask the “right questions” and make an informed decision about your benefits. During this complimentary session, we’ll discuss:

• When to start your retirement benefit
• How to maximize your benefits
• The insured status provision for disability benefits

Please RSVP by May 30, 2025. The Microsoft Teams meeting link will be emailed to registered attendees closer to the meeting date.

Presented by Elaine Simmons, Partner, Social Security Informed
Ms. Simmons spent 34+ years working for the Social Security Administration. She was consistently promoted within the agency during this time, ultimately working in 11 different offices throughout many of the southeastern states of the country. Due to her deep understanding of SSA laws and regulations, combined with a genuine passion to help individuals make an informed decision regarding this major asset in retirement, Elaine has earned an elite reputation as one of the top specialists in her field.

Learn more about what we believe to be an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death.

During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

Please RSVP by Tuesday, April 8, 2025.