Upcoming 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

This complimentary seminar will explain what you need to know about:

  • 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.

To reserve a spot: call us at 859.260.1820 or email us at helen.bourne@ampf.com

Past events

Working Together Online

  • 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

Today’ s session will focus on five key considerations of the Secure Act and how this 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