Past events

Virtual Event - "How to Maximize Social Security Benefits".

CDT

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

Ameriprise Financial Services, LLC

First Eagle Investments

Join us for avirtual presentation on Thursday – May 22nd, 2025. Theevent is complimentary. Below are details about the event.

Thursday,May 22nd: 4pm – 5pm Central

Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leadingexperts on Social Security and Medicare and will be our guest speaker for thisevent. Mary Beth is an award-winningjournalist and Certified Financial Planning professional. She is a formercontributing columnist on retirement issues for Investment News, a publicationfor financial advisors. Mary Beth is the host of the public television program,Social Security & You.

“How to Maximize Social SecurityBenefits” covers the rules and strategies to maximize benefits for marriedcouples, eligible divorced spouses and families with minor or disabledchildren. It explains how lifetime earnings and age of claiming benefits determinesmonthly benefits amount. The presentation outlines changes for 2025 includinghigher benefits and for some earners, higher taxes, due to annualcost-of-living adjustments. It also details the new Social Security FairnessAct which repeals two provisions that had reduced or eliminated Social Securitybenefits in the past for some public sector workers—including some police,firefighters and teachers— who have pensions based on work where they did notpay FICA taxes.

This is an informational seminar. There is no cost orobligation.

Mary Beth Franklin and RetirePro, LLC are not affiliated withAmeriprise 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 legaladvice. Consult with a tax advisor or attorney.

This event is sponsored by: First Eagle Investments. Thesesponsors and representatives are not affiliated with Ameriprise Financial.

Investment productsare not insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value

Virtual Event - Economic Update

CST

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Ameriprise Financial Services. LLC

RussellPrice, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The AssociatedPress, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financialas a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.