Upcoming events

The Power of Social Security: 3 Things You Need to Know

CDT

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Stuart Ritter, CFP, Vice President - Insights Director - T. Rowe Price

Workhorse Wealth

T Rowe Price

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

▪Debunk common misconceptions about Social Security

▪Drill down on benefits

▪Provide actionable next steps for thoughtful retirement income strategies

To reserve a spot: call us at 325.942.0600 or email us at workhorsewealth@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found at www.ameriprise.com/privacy-security-fraud. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. By joining this meeting your image, voice, and chat that you share may be available to all meeting invitees, including your display name. Content is subject to archival, monitoring, review and disclosure to someone other than meeting participants.

This is an informational seminar. There is no cost or obligation.

T. Rowe Price and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

©2025 Ameriprise Financial, Inc. All rights reserved.

Past events

The Hidden Costs of Aging

CST

Join this event online

Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

Workhorse Wealth

Franklin Templeton

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations
• Explore common care and housing options as we age
• Identify considerations to help formulate a thoughtful plan

This is an informational seminar. There is no cost or obligation.

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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.