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Tax-Smart Investing Strategies to Help You Keep More of What You Earn

PST

Join this event online

Ann Elliott, Senior Managing Regional Director, - Natixis Investment Managers

Giammanco Financial Group

Join us for an educational webinar:

Direct Indexing: Portfolios That Put Taxes First

  • Learn about a tax-efficient, customizable investment strategy
  • Learn how active tax-loss harvesting impacts after-tax returns, and helps offset current and future taxable events
  • Discover real-world applications
For more information: call us at 831.673.6357 or email us at diana.dirocco@ampf.com

This is an informational seminar. There is no cost or obligation. John M Giammanco CA Insurance #0B12659Natixis Funds and its representatives are not affiliated with Ameriprise Financial, Inc. 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. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved. 8661984ACMR1225