Tax Strategies for the Current Landscape
Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
Tim Keene, Associate Branch Manager
The presentation will focus on:
- Understanding the current landscape
- Planning considerations and strategies
Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial 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.
Family Love Letter
Cheri Brooks , Head of the Neuberger Berman Advisor Institute - Neuberger Berman
Ameriprise Financial - Northern States Region
Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.
Attend our complimentary seminar to learn more on this topic.
This is an informational session. There is no cost or obligation.
Neuberger Berman is not affiliated with Ameriprise Financial.