Upcoming events

Year-End Planning Consideration

  • Michael Cogswell, Founding member of Command Financial Consulting, LLC Member of the PIMCO Advisor Education Group - PIMCO
  • Todd Lucius, Branch Manager, The Burton Lucius Financial Consulting Group, an affiliation with Ameriprise Financial Services, LLC.
  • Ameriprise Financial Services, LLC

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
To reserve a spot: call us at 513.792.8024 or email us at Kimberly.schlomer2@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.