Upcoming events

Family Love Letter: How Every Family Can Prepare

EDT

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Karen Drancik, Senior Vice President and Business Development Advisor - Neuberger Berman Advisor Institute

Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Neuberger Berman Advisor Institute

Planning for the unexpected isn’t easy, but it’s one of the most meaningful gifts you can leave your loved ones. By making thoughtful plans now, you can reduce stress and confusion for those you care about most, allowing them to have clear guidance during difficult times.

Join us for this 45-minute webinar where we will focus on the importance of preparing a “Family Love Letter”, a practical, accessible emergency file that shares your wishes, key documents, and details for contacting your professional advisors should something happen to you.

Guest speaker, Karen Drancik, Senior Vice President and Business Development Advisor with the Neuberger Berman Advisor Institute, will guide attendees through the process of organizing and communicating your plans so your family is truly prepared for the unexpected.

We hope you’ll join us for this valuable discussion.

To reserve a spot: email us at kuttinwealthmanagement@ampf.com

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

Neuberger Berman Advisor Institute and their representatives are not affiliated with Ameriprise Financial.

Investment products are not insured 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.

Join us for National Day of Service

CST

Tarrant Area Food Bank, 2600 Cullen Street, Fort Worth, TX 76107

Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Come spend time making a difference in our community. Please join us for the National Day of Service.
To reserve a spot: email us at gaytha.bailey@ampf.com
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Tackling Taxes: Strategies for Preserving Wealth

EST

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Seth Buks, Head of Advisor Consulting and Development - Columbia Threadneedle Investments

Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Columbia Threadneedle Investments

Guest speaker Seth Buks, Head of Advisor Consulting andDevelopment at Columbia Threadneedle Investments, will share valuable insightson how to minimize tax friction – the largest drag on investor wealth that toooften goes unaddressed.

During this session, we will answerthe following questions:

1) What is tax friction and why isit important?

2) What does it mean to have atax-aware strategy?

3) What is tax-loss harvesting andshould you use it?

4) How should you implement tax-aware investing strategies?

This informative 45-minute webinar will equip you with strategies to help preserve more of your wealth through thoughtful tax-aware planning.
To reserve a spot: email us at kuttinwealthmanagement@ampf.com

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

Columbia Threadneedle Investments and their representatives are not affiliated with Ameriprise Financial.

Investment products are not insured 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.

Ameriprise Financial, Inc. does not offer taxor legal advice. Consult with a tax advisor or attorney.