Virtual Event - "How to Maximize Social Security Benefits".
Mary Beth Franklin, CFP® from RetirePro, LLC - Not Affiliated
Ameriprise Financial Services, LLC
Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event. Thursday, May 21st, 2026: 4pm – 5pm Central "How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is 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. Registration Link Ameriprise Virtual Client Event
Byregistering for this event, you agree to your personal data including, but notlimited to, your name, company name, email address and registration formresponses to be held and used by Ameriprise Financial Inc. for marketingpurposes. More information can be found in our Privacy Policy which can befound here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event.
HOSTED BY: SkyPointe Advisors, Ameriprise Financial Services, LLC
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.
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. 8792087ACMR0226
Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype?
Presenter: Russell Price, Chief Economist for Ameriprise Financial | Presenter: Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments
Ameriprise Financial Services, LLC
Thursday, November 20th: 5pm - 6pm EST
Economic Update:Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.
His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.
Infact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.
He’s been in the top 10 of the Bloomberg economic rankings every year since at least2016.
Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.
Registration Link Ameriprise Virtual Client Event
By registering for this event, you agree toyour personal data including, but not limited to, your name, company name,email address and registration form responses to be held and used by AmeripriseFinancial Inc. for marketing purposes. More information can be found in ourPrivacy Policy which can be found here. By signing up to the event, AmeripriseFinancial Inc. will collect your personal data to administer the event. Afteryou register, you will receive an email confirmation from Microsoft Teams withyour Registration ID and the link to join the seminar.
This is an informational seminar. There is nocost or obligation.
Investors should consider the investmentobjectives, risks, charges, and expenses of a mutual fund carefully beforeinvesting. Investors can obtain aprospectus from their financial professional or the issuing investmentcompany. The prospectus contains thisand other important information and should be read carefully before investing.
This event is sponsored by ColumbiaThreadneedle Investments, an Ameriprise affiliate.
Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value.
8367686ACMR0925
Making the Most of Medicare: What you Need to Know
Andrew Gordon, Business Developement Strategist - MFS Investment Management
SkyPointe Advisors
During this complimentary session, we’ll discuss Medicare Parts A and B, what they cover, and their costs. We'll also explore additional plans such as Part D, Medicare Advantage & Medicare Supplement Plans, as well as when to consider applying to make sure that you have health coverage and to avoid penalties.
This is an informational seminar. There is no cost or obligation.
This event is sponsored by: MFS Investment Management. These sponsors and representatives are not affiliated with Ameriprise Financial.
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.
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