Upcoming events

Advanced estate planning

  • Marcus Persichetti, CIMA®, Vice President - Federated Securities Corp.
  • Ameriprise Financial Sewickley Branch
  • Federated

Who needs estate planning?
What are the applicable taxes and rates?
What estate planning techniques to avoid or minimize taxes?

To reserve a spot: call us at 724.799.2800 or email us at michele.meluso@ampf.com

Federated and its representatives are 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

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