Upcoming events

Year-End Planning Consideration

  • EST
  • n/a
  • Join this event online
  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of thePIMCO Advisor Education Grou - PIMCO
  • Matt Hurwitz, Branch Manager
  • Ameriprise Financial Services, LL

During this complimentary session, we’ll discuss four targeted areas that should be reviewed at year-end and break each down:

-Investment Portfolios

-Income Tax

-Retirement Planning

-Wealth Transfer and legacy planning

For more information: call us at 203.285.1834 or email us at sandra.j.cassidy@ampf.com

This is an informational seminar. There is no cost or obligation. PIMCO and its 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 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 of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

Past events

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • EDT
  • n/a
  • Join this event online
  • Ruben Gonzalez, Retirement Director - Janus Henderson Inverstors
  • Matt Hurwitz, Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:

  • Utilizing a Document Location System-
  • Appointing the Right Agents, Executors and Trustees
  • Rationalizing Amounts, Timing and Structures
  • Preparing and Educating Heirs
  • Managing Estate Taxes

This is an informational seminar. There is no cost or obligation.

Janus Henderson Investors and its representatives are not affiliated with Ameriprise Financial.

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 of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved