Creating Tax-Free Retirement Income Date: Friday, June 5, 2026 Time: 10:00 AM - 11:00 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Erin Scannell, Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS® - Heritage Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Hosted By: Heritage Wealth Advisors The key to influencing your tax burden is to diversify your income sources. That’s because ordinary income (W2, 1099, etc.) is taxed at a higher rate than any other source—and it’s why most Americans, regardless of their net worth, generally have a higher tax rate than most billionaires. Their wealth is generated through things like capital gains, dividends, and real estate interest, which all have lower tax implications than ordinary income; and they have an intentional tax plan that adjusts where they invest. Diversifying money based on the way it will be taxed is a critical step in developing an effective tax strategy. That’s why with our clients, we’re focused on how to better take control over the taxes they pay on that income—specifically by help creating streams of income that are tax-free. We’ll discuss this in detail in our virtual Creating Tax-Free Retirement Income workshop, including: • Investments that may provide recession-proof income • 3 vehicles that may provide Tax-Free Retirement Income • While Roth IRAs have contribution limits of $7,500/year, learn which other vehicles have no limits To reserve a spot: call us at 425.709.2345 or email us at planwithhwa@ampf.com RSVP Online Event registration Creating Tax-Free Retirement Income Date: Friday, June 5, 2026 Time: 10:00 AM - 11:00 AM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 cannot guarantee future financial results. 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. 8857649ACMR0426
Knowledge is power - Financial strategies for women Date: Monday, March 16, 2026 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Melanie Finkle, Financial Advisor - Heritage Wealth Advisors Hosted By: Heritage Wealth Advisors During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, February 25, 2026 Time: 12:00 PM - 1:00 PM PST You must RSVP to receive access credentials for this event or seminar. Presented By: Melanie Finkle, Financial Advisor - Heritage Wealth Advisors Hosted By: Heritage Wealth Advisors 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 increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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.