Dream, Learn, Save: A Discussion around 529 Plans Date: Wednesday, May 21, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Rob Tirrell, Director of 529 Plans - Principal Hosted By: Alpha Financial, a financial advisory practice of Ameriprise Financial Services, LLC AFS24-001050
Tax Workshop I Date: Wednesday, March 12, 2025 Time: 5:30 PM - 7:00 PM EDT Join this event online Presented By: Tenesha Hartgrove, CPA, EA, PFS, CFP, Tax Accountant - Ncrease Financial Services Hosted By: Alpha Financial, a financial advisory practice of Ameriprise Financial Services, LLC Tax season is approaching, and we want to help YOU feel confident and prepared. Join us for a Tax Workshop in March, where a CPA will walk through key tax topics and provide guidance on what to consider before the April 15th filing deadline. What We’ll Cover: - Filing basics and key deadlines - Understanding different types of income and deductions - Common mistakes to avoid - The roles of an accountant and financial advisor in tax planning Spots are limited! Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice.