Past events

Plan for the Future. Maximizing Your Social Security Benefits.

  • Elaine Simmons, Social Security Advisor - Wells Fargo Asset Management
  • Shelby Fink, Jake Fink, Stephanie Lyttle, Todd Metcalf & Adam Reese, Financial Advisors - Ameriprise Financial
  • Shelby Fink, Jake Fink, Stephanie Lyttle, Todd Metcalf & Adam Reese, Financial Advisors - Ameriprise Financial

Will Social Security provide the retirement income you need for live? This complimentary seminar 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.

Working Together Online: Digital Solutions, Personalized Advice

  • Shelby Fink, Jake Fink, Stephanie Lyttle, Todd Metcalf & Adam Reese, Financial Advisors - Ameriprise Financial
  • Triple Crown Advisors-A financial advisory practice of Ameriprise Financial Services, LLC

Feel confident, connected and in control of your financial future. During this complimentary seminar, you'll learn:

  • How we can work together more effectively online
  • How Ameriprise and I work with you for online security, plus the Ameriprise online security guarantee
  • Steps you and your loved ones can take to protect yourselves online

The SECURE Act: 5 Key Considerations

  • Shelby Fink, Jake Fink, Stephanie Lyttle, Todd Metcalf, Adam Reese, Financial Advisor - Ameriprise Financial Services
  • Triple Crown Advisors

Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. Today's sessio will focus on five key considerations of the SECURE Act and how this law may affect your financial plan. Some of the topics we will cover include:

  • 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
Investment products are not federally or FDIC-insured, 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.