Talk, Plan, Act Guiding You to a Financially Secure Retirement
Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
Timothy Keene, Associate Branch Manager
During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:
· Talking about your retirement goals
· Planning for your goal of a financially secure retirement
· Acting on those retirement plans and strategies
This is an informational seminar. There is no cost or obligation.
Invesco and its representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial Inc. All rights reserved
Tax Strategies for the Current Landscape
Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
Tim Keene, Associate Branch Manager
The presentation will focus on:
- Understanding the current landscape
- Planning considerations and strategies
Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial 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 federally or FDIC-insured, 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.