Past events

Midterm Elections Forecast and Policy Update

PDT

Join this event online

Elizabeth Varley , Vice President of Federal Government Affairs - Columbia Threadneedle

Jamie Frisone CFP®, CHFC®, CRPC®,AWMA®, Regional Vice President

Ameriprise Financail

During this complimentary session, we’ll discuss

• The Biden administration’s direction on taxation, stimulus and policy

• Our economy’s post-pandemic recovery

• The Democrats control and impact on all three branches of government

This is an informational seminar. There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally, or FDIC insured, are not deposits of 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.

Economic and Market Outlook

PST

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Russell T. Price, CFA® , Chief Economist with Ameriprise Financial - Ameriprise Financial

Jamie Frisone CFP®,CRPC®,AWMA®, Regional Vice President

Ameriprise Financial

Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2021, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015.

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

Investment products, including shares of mutual funds, 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 in value.

Higher taxes likely in 2022: Who will be impacted and by how much?

PDT

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James A. Bergeron, Advisor Education Consultant - Nuveen Securities, LLC

Ryan Piwowarski - Branch Manager

Ameriprise Financial - Vancouver Office

Presented by James A. Bergeron, J.D., Advisor Education Consultant with Nuveen Securities, LLC, this virtual seminar will cover the current state of the tax reform process, key proposals on the table and the likelihood of change, where the process goes from here, and the opportunity for clients and advisors to begin thinking about year-end planning.

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

Sponsored by Nuveen Securities, LLC

Nuveen Securities, LLC is 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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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