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Join us for a presentation of Columbia Tax Efficient Portfolios (TEP)

PDT

Manhattan Towers, 1230 Rosecrans Ave, Suite 300, , Manhattan Beach, CA 90266

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Charles Perosio, Senior Regional Advisor Consultant with Columbia Threadneedle Investments - Columbia Threadneedle Investments

Jeanie Alessandrini, CRPCTM, CKA® Financial Advisor with Ameriprise Financial

Charles Perosio, Senior Regional Advisor Consultant with Columbia Threadneedle Investments

For more information: call us at 310.944.6906 or email us at jgirigoyen@ampf.com

Jeanie Alessandrini, CA license# 0D78617 This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is affiliated with Ameriprise Financial. Columbia Threadneedle Investments also sponsored the event and is an affiliate of Ameriprise Financial. Diversification does not assure a profit or protect against loss. 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 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 is not affiliated with any religion or faith-based financial advisor organization. Investment advisory products and services are made available through AmeripriseFinancial Services, LLC, a registered investment adviser. © 2026 AmeripriseFinancial, Inc. All rights reserved.

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