Social Security Strategies Date: Tuesday, June 3, 2025 Time: 2:30 PM - 3:30 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Elaine Simmons, Partner - Social Security Informed Hosted By: LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, invites you to a virtual seminar event. Social Security StrategiesSocial 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 InformedMs. 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. To reserve a spot: call us at 817.488.0905 or email us at lifebranchwealth@ampf.com 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.Elaine Simmons is not affiliated with Ameriprise Financial.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Books & Bourbon - North Barrington, IL Event Date: Thursday, June 5, 2025 Time: 4:00 PM - 6:30 PM CDT Location: LifeBranch Wealth Partners, 422 N. Rand Rd., North Barrington, IL 60010-1496 Hosted By: Kelly Bays, Private Wealth Advisor, CFP®, BFA™, CRPC™, APMA™, LifeBranch Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC 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. To reserve a spot: call us at 847.932.1400 or email us at lifebranchwealth@ampf.com RSVP Online Event registration Family Love Letter Webinar Date: Thursday, October 9, 2025 Time: 6:00 PM - 7:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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 There is no cost or obligation.©2025 Ameriprise Financial Services, LLC. All rights reserved
Books & Bourbon - Southlake, TX Event Date: Friday, June 13, 2025 Time: 4:00 PM - 6:30 PM CDT Location: Classic Wine, 2875 Market Loop, Southlake, TX 76092 Hosted By: Morgan Nichols, Private Wealth Advisor, CFP®, BFA™, CRPC™, APMA™, LifeBranch Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC 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. To reserve a spot: call us at 817.488.0905 or email us at lifebranchwealth@ampf.com RSVP Online Event registration Family Love Letter Webinar Date: Thursday, October 9, 2025 Time: 6:00 PM - 7:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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 There is no cost or obligation. ©2025 Ameriprise Financial, Inc. All rights reserved
Family Love Letter Webinar Date: Thursday, October 9, 2025 Time: 6:00 PM - 7:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Cheri Brooks, Managing Director - Neuberger Berman Hosted By: LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC 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. To reserve a spot: call us at 817.488.0905 or email us at lifebranchwealth@ampf.com RSVP Online Event registration Family Love Letter Webinar Date: Thursday, October 9, 2025 Time: 6:00 PM - 7:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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. Neuberger Berman 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.
Family Love Letter Webinar Date: Thursday, April 10, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Karen Drancik, Business Development Advisor - Neuberger Berman Hosted By: LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC 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. This is an informational seminar. There is no cost or obligation. Neuberger Berman 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.