The SECURE Act - Five Key Considerations Date: Wednesday, April 26, 2023 Time: 3:00 PM - 3:30 PM EDT ONLINE EVENT PASSCODE: q3CjThXV$53 (73258498 from phones) Join this event online Presented By: James M. Richardson, CFP®, APMA®, Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - Ameriprise Financial Services, LLC Hosted By: 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 RMDsDistribution options for beneficiariesAge limitations on traditional IRAsFlexibility around 529 plansChanges to rules around retirement distributions for births and adoptions To reserve a spot: email us at bishana.shipp@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, July 26, 2023 Time: 3:00 PM - 3:30 PM EDT ONLINE EVENT PASSCODE: BamX29umd*7 (22692986 from phones) Join this event online Presented By: James M. Richardson, CFP®, APMA®, Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors, Ameriprise Financial Services, LLC. Hosted By: 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:CryptocurrencyMeme stockReal estateCommodities To reserve a spot: email us at bishana.shipp@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. Date: Wednesday, October 25, 2023 Time: 3:00 PM - 3:30 PM EDT ONLINE EVENT PASSCODE: gEbQTMX29*2 (43278692 from phones) Join this event online Presented By: James M. Richardson, CFP®, APMA®, Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors, Ameriprise Financial Services, LLC. Hosted By: 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 retireHow to make the most of your Social Security benefitsSources of retirement income beyond Social Security To reserve a spot: email us at bishana.shipp@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.