Upcoming events

Practical and Tactical Actions For Small Business Owners

  • John Carl, Presdient/Founder - Columbia Threadneedle, Retirement Learning Center
  • Michael Mazzilli, a private wealth advisory practice of Ameriprise Financial Services LLC
  • Mazzilli & Associates

It’s not what you earn—it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees.

Join us on Tuesday, June 29th, as we hear from John Carl, founder and President of Retirement Learning Center at Columbia Threadneedle Investments, and learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others.

Learning Objectives:

  1. Determine which retirement plan contributions count towards PPP loan forgiveness.
  2. Understand the basics of the 199A tax deduction for small businesses.
  3. Use retirement plans to achieve business goals.
  4. Learn the elements of a plan governance process.
  5. Identify popular executive compensation arrangements.
  6. Consider financial wellness programs for employees.
To reserve a spot: call us at 917.262.2189 or email us at elizabeth.widulski@ampf.com

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

Columbia Threadneedle , Retirement Learning Center, and their representatives are affiliated with Ameriprise Financial.

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.

Past events

Women, Wealth and Well-Being

  • Jennifer Sterner, Investment Management Associate - BlackRock
  • Michael Mazzilli, a private wealth practice of Ameriprise Financial Services LLC
  • Mazzilli & Associates

Guide to Retirement – 2021 Edition

  • Sharon Carson, Executive Director, Retirement Strategist - J.P. Morgan Asset Management
  • Michael Mazzilli, Private Wealth Advisory Practice of Ameriprise Financial Services LLC

During this complimentary session, we’ll cover:

· Factors that shape today’s retirement experience

· Behaviors and best practices while saving for retirement

· Considerations for living in retirement

· Building a retirement portfolio

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

J.P. Morgan and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.