Upcoming events

Medicare 101

EDT

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Daniel Alcorn , Licensed Agent and Medicare Specialist

Benjamin Russell

Marblestone Wealth

Join Marblestone Wealth for a Medicare informational session presented by Daniel Alcorn.

Topics include:

> An Overview for Turning 65
> Those New to Medicare
> National (+ New York specific)
> The Educational Part of the
Community Presentation

To reserve a spot: email us at Marblestonewealth@ampf.com
RSVP Online

This presentation is not published by Ameriprise Financial. While the information is believed to be accurate, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein. This is being provided only as a general source of information and is not intended to be used as a primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Any tax or legal advice contained in this seminar is the sole opinion of the presenter and is not endorsed by Ameriprise Financial. Please seek the advice of your advisor regarding your particular financial concerns.

Social Security Informed

EST

You must RSVP to receive access credentials for this event or seminar.

Daniel Hurley, Partner - Social Security Informed

Colin Atkinson

Marblestone Wealth

Learn from Social Security Informed Partner, Daniel Hurley, about the following:

> When to Start Your Retirement Benefits

> How to Maximize Your Benefits

> Understand the insured status provision for disability benefits

> Medicare Insurance and Premiums Information

To reserve a spot: call us at 802.654.8800 or email us at marblestonewealth@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. Sponsored by Fidelity Investments and Social Security Informed. Fidelity Investments, Social Security Informed and their representatives are not affiliated with Ameriprise Financial. Social Security Informed 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. © 2025 Ameriprise Financial, Inc. All rights reserved.8412783ACMR0925