Upcoming events

How to Maximize Social Security Benefits

EDT

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Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated

Ameriprise Financial Services, LLC

"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

Registration Link Ameriprise Virtual Client Event

For more information: call us at 734.477.5230 or email us at claire.sytsma@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

HOSTED BY: Nelson, Kellmann, & Associates, Ameriprise Financial Services, LLC

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

Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial.

Always consult a Medicare agent regarding your specificMedicare questions and decisions and a Social Security agent regarding yourspecific Social Security decisions.

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.

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.

Laura M. Kellmann, CFP®, APMA

Private Wealth Advisor | Certified Financial Planner TM practitioner
CA License # 0J09028
Nelson, Kellmann & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisory Practice

Past events

The Facts of Funeral Pre-Planning – Final Wishes

EDT

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Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, we will:

· Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones

· Explore common reasons why so many families plan in advance

· Review pre-planning versus pre-funding

· Discuss pros and cons of a funeral policy

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

The Power of Social Security: 3 Things You Need to Know

EDT

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Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

▪Debunk common misconceptions about Social Security

▪Drill down on benefits

▪Provide actionable next steps for thoughtful retirement income strategies

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

The Hidden Costs of Aging

EST

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Amy Osborne , Practice Management Consultant - Franklin Templeton Academy

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations

• Explore common care and housing options as we age

• Identify considerations to help formulate a thoughtful plan

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link

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

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

AI: The Opportunity is Anything but Artificial

EST

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Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock

Nelson, Kellmann, and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

• Understand what artificial intelligence is and why it has gained momentum

• Explore real-world applications of AI across industries

• Gain perspective on where AI may be headed and key considerations moving forward

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Registration Link HERE

Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype?

EST

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Russell Price, Chief Economist for Ameriprise Financial - Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – Nov 20th, 2025. The event is complimentary. Below are details about the event.

Thursday, November 20th: 4pm – 5pmCentral

Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

Infact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.

He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.

Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.

Registration Link Ameriprise Virtual Client Event