Upcoming events

Tax Planning Strategies for the Current Landscape

CDT

Join this event online

Jason Keller, CFP - Senior Wealth Planning Specialist - Franklin Templeton Academy

Benjamin A. James, - Financial Advisor

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

To reserve a spot: call us at 832.725.0885 or email us at TomAnn.Ecker@ampf.com

This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial