Past events

Year End Planning Considerations

  • EDT
  • kuttinyearend1!
  • Join this event online
  • John Nersesian, Head of Advisor Education - PIMCO
  • Kuttin Wealth Management

Join us to learn about year-end planning opportunities and considerations. The end of the year is the perfect time to review your financial planning needs with a professional. This event will discuss considerations to keep in mind regarding your investment portfolio, year-end tax planning strategies, retirement goals, wealth transfer and legacy plans. As always, you may also want to consult your tax and legal professionals as you comprehensively consider your planning options.

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

Sponsored by PIMCO. PIMCO and itsrepresentatives are not affiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and itsaffiliates do not offer tax or legal advice.

Consumers should consult with their taxadvisor or attorney regarding their specific situation.

Investment products arenot federally or FDIC-insured, are not deposits or

obligations of, or guaranteed by any financialinstitution, and involve

investment risksincluding possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. MemberFINRA and SIPC.

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