Upcoming events

How to Maximize Social Security Benefits

  • Mary Beth Franklin , CFPTM Professional & Contributing Editor at Investment News
  • Ameriprise Financial Services

Mary Beth Franklin will be our guest speaker for this event. She is a Contributing Editor at Investment News specializing in Social Security, Medicare, and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine.

Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast.

In this session you will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits.

To reserve a spot: email us at alexis.bouchard@ampf.com

Protect yourself against identity theft

  • Dan Wilson & Josh Sokol, Financial Advisors - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
What can you do to protect your identity from being stolen? During this complimentary session, you’ll learn about:
  • Common ways your personal information can be compromised
  • Steps you can take to protect your personal information
  • What to do if you are a victim of identity theft
To reserve a spot: email us at alexis.bouchard@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.

Past events

Divorce changes everything: Find your independence

  • Jaime Barnes & Jaci Stanley, Financial Advisors - Ameriprise
  • Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary session we will discuss ways for you to:
  • Feel more confident about how to approach the financial aspects of your divorce
  • Better understand the areas of your divorce you can control and leave with ideas for how to assert that control