Generational Wealth: Understand, Plan and Communicate Date: Wednesday, July 9, 2025 Time: 4:30 PM - 5:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Andrew Gordon - MFS Hosted By: Martin's Financial Consulting Group, A financial advisory practice of Ameriprise Financial Services, LLC As you set and then communicate goals for your family, these three things can help: 1. Understanding why transfers of wealth often "fail." 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes. 3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future. To reserve a spot: call us at 518.491.1422 or email us at Meagan.Grayson@ampf.com RSVP Online Event registration Generational Wealth: Understand, Plan and Communicate Date: Wednesday, July 9, 2025 Time: 4:30 PM - 5:30 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) 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. This event is sponsored by: MFS Investment Management. 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.
Social Security: Preparing for Retirement Date: Wednesday, April 9, 2025 Time: 4:30 PM - 5:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Andrew Gordon, Consultant - MFS Hosted By: Bronwyn Martin, Financial Advisor with Martin's Financial Consulting Group, A financial 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. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS Investment Management. Sponsors and representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. 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.
Social Security: Preparing for Retirement Date: Wednesday, April 9, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Andrew Gordon, Consultant - MFS Hosted By: Bronwyn Martin, Financial Advisor with Martin's Financial Consulting Group, A financial 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. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS Investment Management. Sponsors and representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. 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.