The Tax Calm Before the Storm Date: Thursday, March 28, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Maggiano's Little Italy, 3055 Olin Avenue, San Jose, CA 95128 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: James J. Park, APMA® Branch Manager | Registered Principal CA Insurance License #0C56937 Sponsored By: Nuveen Taking full advantage of tax certainty while planning for changes to come This is an informational seminar. There is no cost or obligation | Nuveen and Fidelity its 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. | Ameriprise Financial Services, LLC. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at225 W. Santa Clara St, Ste 1600 San Jose CA 95113 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6280967ACMR0124