Preparing for taxes in retirement Date: Tuesday, April 23, 2024 Time: 11:00 AM - 11:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement. To reserve a spot: email us at john.j.lomba@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Five things to know about Medicare Date: Tuesday, April 30, 2024 Time: 11:00 AM - 11:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. To reserve a spot: email us at john.j.lomba@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Tuesday, May 7, 2024 Time: 11:00 AM - 11:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. To reserve a spot: email us at john.j.lomba@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
How an estate plan puts you in control Date: Tuesday, May 14, 2024 Time: 11:00 AM - 11:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. To reserve a spot: email us at john.j.lomba@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.© 2024 Ameriprise Financial, Inc. All rights reserved.