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The SECURE Act - Five Key Considerations

EDT

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James M. Richardson, CFP®, APMA®, Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - Ameriprise Financial Services, LLC

Richardson Private Wealth Advisors - A private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. During this complimentary session, you'll learn about:
  • The new age requirements for RMDs
  • Distribution options for beneficiaries
  • Age limitations on traditional IRAs
  • Flexibility around 529 plans
  • Changes to rules around retirement distributions for births and adoptions
To reserve a spot: email us at bishana.shipp@ampf.com
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.

Four Trending Investment Topics

EDT

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James M. Richardson, CFP®, APMA®, Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors, Ameriprise Financial Services, LLC.

Richardson Private Wealth Advisors - A private wealth advisory practice of Ameriprise Financial Services, LLC.

It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including:
  • Cryptocurrency
  • Meme stock
  • Real estate
  • Commodities
To reserve a spot: email us at bishana.shipp@ampf.com
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.

Plan for the Future. Maximizing Your Social Security Benefits.

EDT

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Join this event online

James M. Richardson, CFP®, APMA®, Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors, Ameriprise Financial Services, LLC.

Richardson Private Wealth Advisors - A private wealth advisory practice of Ameriprise Financial Services, LLC.

Will Social Security provide the retirement income you need for life? This complimentary session will explain:
  • Whether Social Security can provide the income you need when you retire
  • How to make the most of your Social Security benefits
  • Sources of retirement income beyond Social Security

To reserve a spot: email us at bishana.shipp@ampf.com
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.