How new tax law changes may impact you Date: Saturday, November 8, 2025 Time: 12:00 PM - 2:00 PM EST Location: Il Villagio, 211 Berlin Rd, Cherry Hill, NJ 08034 Presented By: Donald Delmonte, Christopher Zardus and Donald Delmonte II, Financial Advisor - ForFutures Financial Planning Hosted By: Don Delmonte, Managing Director with ForFutures Financial Planning. A financial advisory practice of Ameriprise Financial Services, LLC The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. 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.
How new tax law changes may impact you Date: Wednesday, November 5, 2025 Time: 6:00 PM - 8:00 PM EST Location: Il Villagio, 211 Berlin Rd, Cherry Hill, NJ 08034 Presented By: Donald Delmonte, Christopher Zardus and Donald Delmonte II, Financial Advisor - ForFutures Financial Planning Hosted By: Don Delmonte, Managing Director with ForFutures Financial Planning. A financial advisory practice of Ameriprise Financial Services, LLC The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. 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.
Strategic Financial Planning: The Key to Retiring Well Date: Saturday, October 4, 2025 Time: 10:00 AM - 12:30 PM EDT Location: Camden County College , 1889 Marlton Pike East, Cherry HIll, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Saturday Mornings, October 4th, 11th, 18th, & 25th. This class is free of any cost or obligation Topics Include: Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k)and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return. Products from River Source and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment advisor. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Strategic Financial Planning: The Key to Retiring Well Date: Tuesday, September 30, 2025 Time: 6:30 PM - 9:00 PM EDT Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA®, , Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Tuesday Nights, September 30th, October 7th, 14th and 21st Topics Include: Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning401(k) and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return. This class is free of any cost or obligation
Off the Clock: Simeone Automotive Museum 2025 Date: Saturday, June 28, 2025 Time: 10:30 AM - 1:00 PM EDT Location: Simeone Foundation Automotive Museum, 6825 Norwitch Dr, Philadelphia, PA 19153 Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC We are excited to announce our next “Off the Clock” Event at the Simeone Automotive Foundation Museum in Philadelphia, located at, 6825 Norwitch Dr., Philadelphia, PA 19106 on Saturday, June 28th at 10:30am. “Off the Clock” Events are non-business events we are offering to clients, their friends, and family, for a chance to unwind, relax, and enjoy a private tour of the foundations collection! As many of you know we have some big car lovers that not only work in this office but clients as well. We would like to use this opportunity for anyone with a car they would like to show off, to bring it to the event for a mini car show prior to the tour!