Past events

Tax strategies for the current landscape

  • Robert Linskey, CFP®, Senior Wealth Management Specialist - Putnam Retail Management
  • Sam Nasser, CIMA, Regional Director, West Region, Ameriprise Financial Institutions Group

This is an informational event. There is no cost or obligation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame design) in the U.S. Sponsored by Putnam Investments. Putnam Investments is not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©
2021 Ameriprise Financial, Inc. All rights reserved.