Upcoming events

Year-End Planning Consideration

  • EST
  • N/A
  • Join this event online
  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of the PIMCO Advisor Education Group - PIMCO
  • Dan Tucker, CRPC® Financial Advisor | Vice President
  • Ameriprise Financial, LLC.

Event DescriptioDuring thiscomplimentary session, we’ll discuss four targeted areas that should bereviewed at year-end and break each down:

- Investment Portfolios

- Income Tax

- Retirement Planning

- Wealth Transfer and legacy planning
For more information: call us at 207.228.2645 or email us at victoria.churchill@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

Family Love Letter

  • Cheri Brooks , Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial - Northern States Region
  • Neuberger Berman

Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.

Attend our complimentary seminar to learn more on this topic.

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

Neuberger Berman is not affiliated with Ameriprise Financial.