Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP®, Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Lohff and Nelson, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. By registering for this event, youagree to your personal data including, but not limited to, your name, companyname, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be foundin our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event. Thisis an informational seminar. There is no cost or obligation. This event is sponsored by:Franklin Templeton. These sponsors and representatives are not affiliated withAmeriprise 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 notinsured 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.
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute at New York Life Investments. Hosted By: Lohff and Nelson, A private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation • Understandingyour money emotions • Accepting thepast • Learning thelanguage of money • Making a plan • Planning for“setbacks” By registering for this event, youagree to your personal data including, but not limited to, your name, companyname, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be foundin our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event. Thisis an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and representatives are not affiliated with Ameriprise Financial. Investment products are notinsured 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.