James Belz Jr. - Financial Planner, ForFutures Financial - Ameriprise

03/23/2026

Strategic Financial Planning: The Key to Retiring Well
Classroom Instruction on how to improve your retirement cash flow

The Full Course Consists of three 2 ½ Hour Sessions
THERE IS NO COST TO ATTEND
Saturday Mornings: April 11th, 18th and 21st
10:00am - 12:30pm

Camden County College
1889 Rt. 70 East
Cherry Hill, NJ 08003

TOPICS INCLUDE:
-Determining how much money you may need to retire.
-Strategies for controlling health-care costs.
-Turning 401(k) and IRAs into tax efficient income in retirement.
-Understanding investment strategies and alternatives.
-Strategies for keeping Social Security off your tax return.
--Estate planning strategies for transferring assets to loved ones and charities of your choice.

Presented By:
Donald DelMonte, CFP®️, ChFC®️, APMA®️
Financial Advisor | Accredited Portfolio Management Advisor SM

Donald Del Monte II, Christopher Zardus and James Belz | Financial Advisors

ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC

TO REGISTER: Click the link below:
https://bit.ly/3Nzb0pT

For more information, call 856-988-9113

03/23/2026

Strategic Financial Planning: The Key to Retiring Well
Classroom Instruction on how to improve your retirement cash flow

The Full Course Consists of three 2 ½ Hour Sessions
THERE IS NO COST TO ATTEND
Tuesday Nights: April 7th, 14th and 21st
6:30pm –9:00 pm

Camden County College
1889 Rt. 70 East
Cherry Hill, NJ 08003

TOPICS INCLUDE:
-Determining how much money you may need to retire.
-Strategies for controlling health-care costs.
-Turning 401(k) and IRAs into tax efficient income in retirement.
-Understanding investment strategies and alternatives.
-Strategies for keeping Social Security off your tax return.
-Estate planning strategies for transferring assets to loved ones and charities of your choice.

Presented By:
Donald DelMonte, CFP®️, ChFC®️, APMA®️
Financial Advisor | Accredited Portfolio Management Advisor SM

Donald Del Monte II, Christopher Zardus and James Belz | Financial Advisors

ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC

TO REGISTER: Click, or copy and paste, the link below:
https://bit.ly/4bdYaXn

For more information, call 856-988-9113

03/05/2026

Exciting news: I received the 2025 Ameriprise Client Experience Award! This recognition highlights my commitment to outstanding client care, service and personalized advice. Thank you for your support. https://bit.ly/4rcdckQ

06/23/2025

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

06/12/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

05/05/2025

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you? Let’s review the tax implications before you decide.

For certain investors, a market decline can be a good opportunity to explore the benefits of a Roth conversion.

04/16/2025

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

03/20/2025

Interest rates are still relatively high in the wake of the central bank’s late-2024 cuts. Are you concerned about how the current rate environment may affect your portfolio?

3 key factors that set this rate-cutting cycle apart from prior ones.

10/21/2024

End the year on a strong note by checking off key financial tasks to help you save more. During this busy time of year, I am here to help you make the most of year-end opportunities.

Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

06/04/2024

There can be a lot of misleading noise out there about the state of the U.S. economy. Don’t let it lead you astray when it comes to your investing decisions.

Separate fact from fiction.

05/24/2024

Happy Memorial Day Weekend!
Amongst all the fun this weekend brings, it is important to remember its intention. To remember those who have given the ultimate sacrifice, who have protected our freedoms, and have allowed us to live these fantastic lives.
When I feel caught up in the stress of modern day, I pull up this picture I have posted below, a picture of a man who lived a completely different lifestyle. My Grandfather Gerard Belz, taking me for a ride on his electric scooter.

As an extremely young man he landed on the beaches of Normandy (WWII), witnessed evil in its truest form, and lived to tell the tail. After returning from war, he had 10 children with his wife Marie. Gerard always lived a very humble life, but that didn’t bother him one bit. Being a family man, providing and supporting his children was his pride. As you can see, he always had joy!

Thank you to all who have and continue to serve our country!

05/13/2024

Happy Mother's Day to each and every Mom! Being a mother is one of the most significant and impactful roles in life, certainly not an easy one. Cherish your family and support them as they have always supported you. Blessed for the life I live and the people who are a part of my journey. I will always be in your corner, love you Mom!