Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Bill Cass, CPWA® CFP®, Director of Wealth Planning - Franklin Templeton Academy Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2025, 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 804.502.0881 or email us at kristen.hebert@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 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 or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
Longevity Tips for a More Durable You Date: Thursday, September 25, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Pamela W. Smith, MD, MPH, MS Hosted By: SecureBridge Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Natixis Pamela Wartian Smith, MD, MPH, MS spent her first 20years of practice as an emergency room physician in a level 1 trauma center at the Detroit Medical Center and then 29 years as a functional/personalized medicine specialist. She is an internationally known speaker and author. She also holds a master’s degree in public health with a specialization in toxicology along with a master’s degree in metabolic and nutritional medicine. To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Longevity Tips for a More Durable You Date: Thursday, September 25, 2025 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 0123456 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Sponsored by Natixis Third parties and their representatives are not affiliated with Ameriprise Financial. 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.8123470ACMR0725