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How new tax law changes may impact you

EDT

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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.

Wealth with Intention

EDT

Saddlebrook Resort , 5700 Saddlebrook Way, Wesley Chapel , FL 33544

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®

When families talk openly about wealth transfer, it helps create smoother transitions and stronger relationships. This complimentary session can help you and your loved ones feel more comfortable navigating these important conversations. Together, we’ll explore practical ways to address concerns, communicate intentions, and build alignment as a family.
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.
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.
© 2026 Ameriprise Financial, Inc. All rights reserved.