Preparing for taxes in retirement Date: Friday, August 1, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: John Lomba ChFC®, AMPA™, CRPS™, Managing Partner, Financial Advisor - Gratium Wealth Planning Hosted By: John Lomba ChFC®, AMPA™, CRPS™ During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: call us at 407.459.8876 or email us at john.j.lomba@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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Friday, February 7, 2025 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: John Lomba ChFC®, AMPA™, CRPS™, CMFC™, Managing Partner, Financial Advisor - Gratium Wealth Planning Hosted By: Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC. How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. This is an informational seminar. There is no cost or obligation. 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. ©2024 Ameriprise Financial, Inc. All rights reserved.