Past events

Social Security and Retirement Planning: A Hit or Myth Proposition

  • Kurt Czarnowski, Former Director of Communications - Social Security Administration
  • PAR Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC - Peter A. Ramsay, CFP®, ChFC®, MBA, CLTC, CDFA, CLU®

One of our most popular sessions! Join us as we welcome our guest speaker, Kurt Czarnowski (formerly of the Social Security Administration). Q & A session will follow the presentation. W e encourage you to Invite anyone you know - your parents, siblings, friends…

Kurt Czarnowski is not affiliated with Ameriprise Financial, LLC.

COVID-19 Legislation: What it means for individuals

  • Peter A. Ramsay, CFP®, ChFC®, MBA, CLTC, CDFA, CLU® , President & Owner of the PAR Advisory Group, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • PAR Advisory Group, A private wealth advisory practice of Ameriprise Financial Services LLC

Learn about important key considerations from the CARES Act. During this complimentary session you'll learn about some key legislation from the CARES Act aimed at helping individuals and families financially weather the COVID-19 pandemic, including:

  • Extended paid leave
  • Recovery rebates and unemployment insurance
  • Retirement plan access and RMD waivers
  • Student loan relief
Investment products are not federally or FDIC-insured, 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.