Upcoming Events

First Friday - June's Topic: Tax Planning & Employee Retention Strategies for Business Owners

  • Erin J Scannell, CFP®, ChFC®, CLU®, AAMS® - Private Wealth Advisor
  • Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Join us for a discussion around how to get more proactive, using strategies that need to occur before the year is over.

  • Tax strategies available specifically for business owners
  • Inexpensive benefits to offer employees to help increase retention
  • Business Succession and Buy/Sell Planning Strategies
  • Tax and employee retention benefits of Employee Stock Option Plans
To reserve a spot: call us at 253.851.0717 , or email us at lori.aest@ampf.com or make your reservations online

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. 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 federally or FDIC-insured, 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved. 2527246ACMR0519