How to Maximize Social Security Benefits Date: Thursday, May 21, 2026 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Mary Beth Franklin, CFP® - RetirePro, LLC Hosted By: Responsible Financial Guidance Sponsored By: Ameriprise Financial How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, MaryBeth Franklin, CFP® Retire Pro, LLC., 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 in 2026. 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. This is an informational seminar. There is no cost or obligation. Mary Beth Franklin and Retire Pro, LLC are not affiliated with Ameriprise Financial.Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.
Actionable tax planning strategies for the current landscape Date: Wednesday, February 4, 2026 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar. Presented By: Mike Cannizzaro, Senior Wealth Planning Specialist - Franklin Templeton Hosted By: Responsible Financial Guidance, a private wealth advisory practice of Ameriprise Financial Services, LLC Big changes in tax law can mean potential opportunities – and challenges – for your financial plan. Join us for a complimentary and informative session designed to help you better understand the evolving tax environment. We’ll explore how recent legislative changes may impact your retirement savings, charitable giving, and wealth transfer strategies, and we’ll discuss several actionable tax planning strategies to consider. This is an informational seminar. There is no cost or obligation. Franklin Templeton is not affiliated with Ameriprise Financial. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.