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How to Maximize Social Security Benefits

CDT

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Mary Beth Franklin, CFP® from RetirePro, LLC

Forte Financial Group, Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. "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 financialadvisors.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 localworkers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

To reserve a spot: call us at 901.312.7804 or email us at Olivia.Velez@ampf.com
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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 informationcan be found in our Privacy Policy which can be found here.

By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. 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 specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.

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.

Financial Strategies to Help Build Wealth in The Black Community

CDT

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Rodney S. Jones, Senior Investments Learning Consultant - Franklin Templeton Academy

The Black Empowerment Advisor Community Network (BEACN) Financial Literacy Committee at Ameriprise Financial

This event discusses the difference between savings and investing and explores the key characteristics of core investment vehicles. By the end of this presentation, you will be able to:

· Identify the differences between saving and investing

· Recall key characteristics of core investment vehicles, such as: stocks, bonds, mutual funds, Exchange Traded Funds (ETFs) and annuities

· Describe considerations to take before making an investment decision
To reserve a spot: call us at 901.312.7804 or email us at Olivia.Velez@ampf.com
RSVP Online

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

FranklinTempleton and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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