Tax Strategies for the Current Landscape Date: Thursday, December 11, 2025 Time: 6:30 PM - 7:00 PM EST Join this event online Presented By: Jason Keller, Wealth Planning Specialist - Franklin Templeton Hosted By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.
Strategies to help you make an impact with your estate Date: Thursday, February 12, 2026 Time: 6:30 PM - 7:00 PM EST Join this event online Presented By: Joe Kurelic, Private Wealth Advisor - Ameriprise Financial Hosted By: Joe Kurelic One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: call us at 404.459.9161 Ext. 102 or email us at joseph.p.kurelic@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.Investment products are not insured by the FDIC, NCUA or any federal agency, 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.