Upcoming events

How new tax law changes may impact you

EST

Tampa Museum of History, 801 Water St, Tampa, FL 33602

John J. Lomba ChFC®, APMA®, CRPS® , Financial Advisor | Managing Partner - Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

John J. Lomba ChFC®, APMA®, CRPS®

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

To reserve a spot: email us at John.j.lomba@ampf.com
RSVP Online

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

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Caring for aging loved ones: What to consider

EDT

Highwoods Preserve, 18011 Highwoods Preserve Pkwy, Tampa, FL 33647

John Lomba, ChFC®, APMA™, CRPS™, CMFC™ , Financial Advisor | Managing Partner - Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial LLC

John Lomba, Financial Advisor | Managing Partner

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
This is an informational seminar. There is no cost or obligation.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.