Tax Planning Strategies for the Current Landscape Date: Thursday, January 29, 2026 Time: 5:30 AM - 8:00 PM EST Location: Mystic Hilton, 20 Coogan Blvd, Mystic, CT 06355 Presented By: Chris Morse, Market Leader Vice President - Franklin Templeton Investments Hosted By: Coastal Wealth Management Sponsored By: Lord Abbett, Invesco & Janus Henderson Investors We are excited to invite you to a powerful and timely event: Please join us for an informational presentation on Tax Planning Strategies for the Current Landscape, presented by Chris Morse, Market Leader, Vice President with Franklin Templeton Investments and William Cass CFP®, CPWA® Director of Wealth Planning, Franklin Templeton Investments To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@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. Lord Abbett, Invesco, Janus Henderson Investors, Franklin, and associated representatives are not affiliated with Ameriprise Financial. 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.