Upcoming events

Social Security - Preparing for Retirement

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Jason Grimes, Senior Regional Consultant - MFS

Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, 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.

For more information: call us at 210.582.1321 or email us at mesquitewealth@ampf.com
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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.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

The Tax Times Have Changed: Strategies for today's tax, economic, and financial market landscape.

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BROOKE BOWEN, MBA & JAMES R. WOODFIN, CIMA®, Internal Advisor Consultant & VP, Private Wealth Advisor Consultant - Nuveen

Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC

During this complimentary session, you’ll learn:

· How to strategize and implement effective tax strategies

· How to leverage the market in your favor

· The most trustworthy vehicles for this new tax climate

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

This seminar is sponsored by Nuveen. Nuveen and its representatives are not affiliated with Ameriprise Finanical.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Retain Your Brain: How to age-proof your most valuable asset

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Ben Shields , Regional VP-Advisor Consultant - Hartford Funds

Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore:

· Your Age vs your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain

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

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

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

© 2024 Ameriprise Financial, Inc. All rights reserved.